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Blog

Vintage white car with tan interior
John Bantug | Sep 14, 2021

How to Finance Your Dream Car

Finance


Car ownership is necessary for many of us to get around, especially for those who live far from public transportation. While you may choose to drive something

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Hand holding a house key
John Bantug | Sep 7, 2021

Is a Reverse Mortgage a Smart Path to Extra Retirement Cash Flow?

Retirement
If you’re over the age of 62 and in need of some extra cash flow in your retirement, you may be considering a reverse mortgage. Borrowing money from your home
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John Bantug | Aug 31, 2021

The Basics of Paycheck Protection Program Loans: Round Two

Finance

The year 2020 was unprecedented for so many reasons—all because of the COVID-19 pandemic. Many suffered from job losses, had to juggle childcare while working

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man using a laptop
John Bantug | Aug 24, 2021

Understanding Exchange-Traded Funds

Finance

Thinking about where to invest your money can be overwhelming and confusing, especially for those who are unfamiliar with all options for investing. If you’d

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side view of a car
John Bantug | Aug 17, 2021

How to Finance Your Dream Car

Finance

Car ownership is necessary for many of us to get around, especially for those who live far from public transportation. While you may choose to drive something

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colleagues gathered around talking
John Bantug | Aug 13, 2021

Explaining the Benefits of a 401(k) to Young Adults Entering the Workforce

Retirement

If you have a child graduating from high school or college and entering the workforce, they may have the opportunity to open up a 401(k) through their new

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stock image
John Bantug | Jul 25, 2021

Should You Retire at the Same Time As Your Spouse?

Retirement

If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the same time. Many couples go through the

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Businesswoman looking at her phone
John Bantug | Jun 25, 2021

The Pros and Cons of Investment Apps

Investments
Technology
Not all investing apps are equal, and depending on your goals it may be better to work with a financial professional instead of an algorithm.
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Row of townhomes
John Bantug | May 25, 2021

Selling Your Home After Retirement: The Benefits of Downsizing

Retirement
Savings
Real Estate
Nearing retirement age and looking to reduce your expenses? Moving to a smaller home may help you save.
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John Bantug | Mar 10, 2021

Medicare in 2021: Here’s What You Need to Know

Health

Many older Americans rely on Medicare for their health care needs. But it’s not always easy to figure out what’s covered and how much it will cost. Medicare

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Man with glasses leaning against a wall
John Bantug | Mar 10, 2021

Common Investor Biases and How They Can Impact Your Finances

Investments
No matter how you invest, you may have biases that are impacting your decisions. Are you affected by one of these common biases?
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Happy couple sitting in a park with their dog
John Bantug | Mar 10, 2021

Financial Management for Couples: When a Spender and a Saver Fall in Love

Finance
Relationships can be filled with tricky financial situations. Here are some tips on navigating money management as a team.
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