My freshman son at IU has to take trips home or to Indianapolis three times in the next month or so for family obligations, so after he came home last weekend, I suggested he get an IU parking pass and take “his” car back to school until at least...
Markets and Investing
How to Figure Out Exactly How Much Equity You Have in Your Home
Home equity is the difference between what you owe on your mortgage and what your home is worth now. Interested to know exactly what that amount is? You can figure out how much equity you have in your home by subtracting the amount of money you owe...
It’s Important to Communicate Generosity
After nearly 29 years of helping families manage their money, I can definitively say that we Americans are for the most part just horrible about talking about money with our families. Now, don't get me wrong. I know families that like talking...
TCU suggests considering your tax return as a great option for a down payment on a new home
With the start of a new year bringing to mind fresh hopes and dreams, many make resolutions to work toward a goal that will improve both their present and future. With this propensity for improvement marking the beginning of 2022, as well as the...
Mind on Money: Step-up in basis can be advantageous tax tool
We recently helped a family with a planning situation in our practice that may serve as a good educational tool for other families. I’ve changed the details of this case, but the fundamentals provide the insight. A long-time married couple had...
Latitude Commercial Sell Hobart Office Investment
Latitude Commercial, a commercial real estate brokerage headquartered in Crown Point, has sold 7781 E. Ridge Road in Hobart. The 5,288 square foot professional office building houses three tenants renting spaces at market rates. One tenant is a...
Mind on Money: Complicated — but hopeful — year ahead
As we wind up 2021 and head into 2022, let’s review some of the investment and economic themes on my mind. Please keep in mind, I consider these thoughts to be informed opinions, but certainly not investment advice. I can’t recall a more...
Mind on Money: Proper response to inflation is crucial
The expectation of “transitory” inflation itself proved, unfortunately, transitory. Over the past two weeks we’ve learned the Federal Reserve indicated it is no longer using this expectation in its economic planning and policy going forward....
With grant from NIPSCO, Franciscan Health Dyer expands behavioral health programs for adolescents
DYER, Indiana | During a week when U.S. Surgeon General Dr. Vivek Murthy highlighted the urgent need to address the nation’s youth mental health crisis, Franciscan Health Dyer celebrated an expansion of its behavioral health programs for...
Indiana Beverage, Guinness partnership with Notre Dame has a successful first two years with more to come in the Region
Indiana Beverage is a family-owned beverage wholesaler that has been serving the 24 counties in NWI since 1939. Recently, Indiana Beverage was excited to announce a partnership with one of its suppliers that would immediately become the talk of the...
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