Articles

Navigating the financial landscape can be complex. Especially when it comes to leveraging assets for liquidity. One such tool is a portfolio line of credit. But what exactly is it? A portfolio line of credit is a form of asset-based lending. It allows investors to borrow against their investment portfolio. This type of credit line offers flexibility. It can be used for a … [Read more...] about What is a Portfolio Line of Credit?

Owning a home is a fulfilling life step that helps to build generational wealth and stability. However, as home prices and interest rates rise, many people are struggling to reach this important milestone.  If you are in a comfortable place financially, you may see your family’s struggles toward homeownership and want to help. One way to support your loved ones, and … [Read more...] about A Guide To Buying a House for a Family Member

Parenthood brings so much joy and stress, and one way to limit that stress is to financially prepare for your new child before they arrive. The average cost of pregnancy and childbirth in the United States is $3,500 out-of-pocket, and the average cost of raising a child is $233,610.  Numbers like these can be alarming for expectant parents, but taking key steps in the … [Read more...] about How To Financially Prepare for a Baby

Attending college is a significant time and monetary investment, but many people find that it pays off. According to the Federal Reserve Bank of St. Louis, people with a college degree can earn up to $18,000 more per year depending on their age and experience levels. Even if you cannot pay for your education up front, the long-term benefits to your income and career potential … [Read more...] about How To Pay for College

Vacation getaways are fun opportunities to relax and explore new destinations. However, even small trips require careful planning to account for the various moving pieces. You’ll need to account for airfare if you’re flying or gas money if you’re driving, lodging, food, and the entertainment and recreation costs that make vacations memorable. All of these expenses can add up … [Read more...] about How To Pay for a Vacation