by taaginc | Feb 15, 2017 | Investment Management
When we purchased our first home, I was stunned to see all the estimated costs on our closing statement: loan origination fees, appraisal fees, credit report fees, flood certification fees, recording fees, and more. While I was overwhelmed by the number of...
by taaginc | Apr 30, 2013 | Investment Management
A bank teller told a client he should put his maturing CD in an investment that would provide a 4% guaranteed return instead of the .25% CD rate the bank was offering. Another client submitted paperwork to start receiving income from a maturing annuity and was...
