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Holiday Spending Budget Planner

The holiday season is the perfect time to show your appreciation for loved ones and enjoy festive activities and foods. However, with all the hustle and bustle, it’s easy to stress about financial strain. Preparing your budget can help you deck the halls without the worry of overspending. View our free budget planner to keep your holiday spending on track.

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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 ...