Buy or rent; which choice makes economic sense to you now? We can help you decide if a 10, 15 or 30-year mortgage make sense for you. When buying a home, we can review with you all of the other costs that come along with home ownership. Click here to calculate your mortgage.
Where to live, school options, job flexibility, saving for the future, budgeting; so many things to consider and one place to help you with those decisions, BOSC.
- UTMA Accounts
- Section 529 plans
- Coverdell Savings plans
- Series EE Savings Bonds
What savings vehicle is right for your child’s future education?
With family comes responsibility. How can I make sure my family is economically secure?
- Life insurance
- Disability insurance
- Homeowner and automobile insurance
- Health insurance
We can explain the coverages and the benefits or detriments to each type of insurance so you can make an informed decision.
- Emergency fund
- College savings
- Retirement savings
- After-tax savings
- IRA and Roth IRA savings