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Beginner's Guide to Charitable Donations

Are you ready to support a philanthropic cause? Feeling inspired to give is the first step, and then it’s time to create your plan. By understanding charitable contributions, you can create a giving strategy that’s sustainable for your goals and budget.

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May 6, 2020 | Mortgages The Sum Up

The Sum Up: Home Buying and Selling in the Time of Coronavirus

Have you been planning to sell your home or buy a new one? If so, then you’ve probably been following changes in the housing market due to COVID-19.

Apr 19, 2020 | The Sum Up

The Sum Up: How low can mortgage rates go?

Mortgage rates are low as the COVID-19 pandemic marches on. Check out this article to understand how to take advantage of these low rates.

Apr 8, 2020 | Mortgages The Sum Up

The Sum Up: How to handle a real estate deal in a pandemic

If you’ve been planning to buy a home, you might be wondering if it’s practical to do it now that the pandemic is creating economic and personal turmoil.

Mar 22, 2020 | The Sum Up Investing Retirement

The Sum Up: You could be losing money with these common investing mistakes

Avoid these retirement savings mistakes and you can be sitting comfortably at 65.

Mar 9, 2020 | College The Sum Up

The Sum Up: Democratic candidates are promising student loan debt forgiven...

Can any of our presidential candidates actually deliver on a student loan forgiveness promise? We'll discuss loan forgiveness and how to save on tuition

Feb 28, 2020 | The Sum Up Investing Retirement

The Sum Up: How Much Americans Have Saved for Retirement

Even more alarming is that 59% of people in their 40s have less than $100,000 saved for retirement and 41% have less than $50,000. Here’s what you need to know about saving for retirement.

Jan 22, 2020 | Money Management The Sum Up Investing

The Sum Up: Almost Everything Wall Street Expects in 2020

With many of our Addition Financial members coming to us for investment and retirement advice, we thought we’d take a look at the coming year and make some recommendations based on the financial ...