Building Knowledge
of all things financial
We have assembled a selection of newsletters, financial articles, videos and related links of interest to help you gain a greater understanding of all things financial – both personal and business. Bookmark this page and check back for regular updates. As always, if there is anything else you ever need, feel free to let us know.
Essential
Articles
- Overlooked Benefits of Donor-Advised Funds
- Sex and Money Can Impact Clients’ Financial Wellness
- Capital One Data Breach…not the first, and not the last
- 5 ways physicians can avoid retirement failure
- Are female physicians leaving money on the (operating room) table?
- Could your family live on $50K a year if you died?
- How to thrive in a changing healthcare landscape
- What five companies said about their Medicare plans
- Prepare Clients for the Days They’ll Be Overwhelmed
Guest
Appearances
- 12 Days of Giving: Day #5 with Karen Coyne
- The New Mid Podcast with Michelle Newman
- Karen's Spotlight from the Aspire Magazine
- Prime Time for Women with Karen Coyne and Tina Fraley
- 52 Pearls: Weekly Money Wisdom podcast with Melissa Joy, CFP® and Sarah Boston
- The Epic Comeback Podcast with Nikki Bruno
Market
Commentaries
Video
Gallery
We like to provide our clients with resources to help them understand how the many aspects of life, business and the market can affect their wealth – from the way it’s managed to how it can be used to help improve quality of life both today and tomorrow.
The pledged-securities mortgage explained
Savvy investors can leverage their assets to secure a loan using a pledged-securities mortgage.
Family & Lifestyle
Leveraging a non-occupant co-borrower to buy a home
For first-time homebuyers, qualifying for a mortgage loan can be a challenge. However, they do have options.
Family & Lifestyle
Key Requirements for Aging in Place
Remaining at your long-term residence as you age can be an attractive option – but it may require home modifications to accommodate your needs.
Retirement & Longevity
How AI and clean tech help create better, greener buildings
From the data center to the daycare center, real estate developers are transforming buildings’ carbon footprint.
Technology & Innovation
Mortgage: 15 vs. 30-Year Comparison
Determining which mortgage term is right for you can be a challen...
Loans
