Big changes to mortgage market in 2014

BlogMark TalercioDecember 18, 2013bonds, credit score, down payment, FHA, FHFA, interest rates, Loan limits, mortgage, Mortgage rate, Re-fi, Refinance

Year-End Planning: Investments

BlogMark TalercioDecember 14, 2013rebalancing, tax planning, tax selling, taxable losses, wash sale, Year-end financial planning

Week Ahead: Federal Reserve Nerve

BlogMark TalercioDecember 14, 2013Ben Bernanke, Economy, Fed taper, Federal Reserve, FOMC, Janet Yellen, Jobs, Markets, QE3, Stocks, Unemployment

Don't Get Madoff-ed: 10 Questions to ask Financial Advisors

BlogMark TalercioDecember 11, 2013CFP, CPA PFS, fee based, fee only, Fiduciary, Financial Advice, Financial advisor, FPA, Investment Advisor, Madoff, NAPFA, Registered Investment Advisor

Be Smart about Charitable Giving

Genworth Financial released its long-term care Cost of Care Survey for 2013 and the results are sobering. The cost of home care providers, adult day health care facilities, assisted living facilities and nursing homes has been steadily rising over the past 5 years.

BlogMark TalercioDecember 9, 2013Charitable Giving, Charity, Charity Navigator, Donations, IRS Charity

Week Ahead: Strong Jobs Report leaves Fed in a Pickle

BlogMark TalercioDecember 6, 2013Ben Bernanke, Economy, Employment report, Fed taper, Federal Reserve, FOMC, Jobs, Markets, Participation rate, QE3, Stocks, Unemployment, Volcker Rule

Estate Planning Basics

Genworth Financial released its long-term care Cost of Care Survey for 2013 and the results are sobering. The cost of home care providers, adult day health care facilities, assisted living facilities and nursing homes has been steadily rising over the past 5 years.

BlogMark TalercioDecember 4, 2013estate documents, Estate planning, Letter of instruction, power of attorney, trusts, Wills

Estate Settlement Basics

Genworth Financial released its long-term care Cost of Care Survey for 2013 and the results are sobering. The cost of home care providers, adult day health care facilities, assisted living facilities and nursing homes has been steadily rising over the past 5 years.

Care for the Caregiver

Genworth Financial released its long-term care Cost of Care Survey for 2013 and the results are sobering. The cost of home care providers, adult day health care facilities, assisted living facilities and nursing homes has been steadily rising over the past 5 years.

BlogMark TalercioDecember 4, 2013caregiver, health caregiver, Long term care, Medicare, Senior care

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