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10 Proactive Steps to Ensure a Timely Closing

10 Proactive Steps to Ensure a Timely Closing

Get ready for listings and start taking proactive steps. Here are some tips to consider when advising sellers listing a home for sale.   Do a title examination. A high percentage of properties being sold have title issues, ranging from minor defects that can be...

IRA Planning with the SECURE Act

IRA Planning with the SECURE Act

IRA Planning with the SECURE ActBy Kent A. Fitzpatrick, AIFA, GFS In the January 2022 issue, we wrote about the anniversary of the SECURE Act and some planning ideas related to IRAs (Individual Retirement Accounts). As we shared in a recent MoneyLetter Friends...

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