Life is unpredictable, but your financial security doesn’t have to be. For new homeowners and young families especially, life insurance is a critical safety net that provides peace of mind and supports your loved ones when they need it most.…

Retirement might feel like a distant goal, but building a secure future starts with the choices you make today. Whether you’re a Millennial working toward financial independence, part of Gen Z just starting your career, or a financial planner helping…

Too often, people planning their estates focus on tax and asset-protection issues and overlook long-term health care needs. The post Long-term Care Insurance appeared first on SD Mayer.

In today's fast-paced world, ensuring your child's future success is a top priority for many parents. Education is a key factor in this equation, and planning ahead can make all the difference. One of the most effective ways to prepare…

The year 2025 is shaping up to be a pivotal one for taxpayers, with significant inflation adjustments set to impact your year-end tax planning. Understanding these adjustments is crucial not only for staying compliant but also for optimizing your financial…

Mortgage points, also known as discount points, are fees paid directly to the lender at closing in exchange for a reduced interest rate. They're essentially a form of prepaid interest, allowing borrowers to lower their monthly mortgage payments by paying…