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House Poor: What It Means And How To Avoid It

January 12, 2023 by Robby Oakes

There is a good chance you have heard someone described as being house poor. What exactly does it mean? It is important to understand what it means to be house poor and how you can stay away from it.

Filed Under: Mortgage Tagged With: finance, Mortgage, Mortgage Payment

The Most Commonly Forgotten Item On The Home Budget List

January 10, 2023 by Robby Oakes

If you are in the process of purchasing a home, it is critical for you to make sure that you budget appropriately. Unfortunately, there are a lot of people who commonly overlook closing expenses.

Filed Under: Mortgage Tagged With: budgeting, finance, Mortgage

Money Compass: How To Set Financial Priorities

July 24, 2012 by Robby Oakes

Being conscious about your finances and setting goals for your money can help you achieve your dreams at any stage in life. Here are some helpful tips to remember when you are making plans for your money and setting your financial priorities:

Filed Under: Personal Finance Tagged With: finance, Financial Plan, goals, Planning

Want to Get Rich? Here’s Where You Can Learn the Secrets of Investing

July 18, 2012 by Robby Oakes

If you have some money saved up and want to watch it grow, the world of investing can offer some excellent opportunities.

However, it can also be very intimidating as it is very complicated and there is a lot to learn.

If you are brand new to the investing scene, you should start off slow and learn as much as you can before you get started.
Where can you learn about investing?
One of the best ways to get stated is by consulting a trusted advisor that can help you understand the different areas that you can invest.

You don’t even have to be ready to plunk down a chunk of hard-earned change right away to start surrounding yourself with the right team of financial advisers that will help you grow and protect your investments.

At the same time, you can educate yourself by the vast amount of information available to you.

Here are a few ideas to get you going:

Filed Under: Personal Finance Tagged With: Adviser, finance, Investing, Planning

Clever Ways to Cut Your Food Bill Down

June 7, 2012 by Robby Oakes

When it comes to saving money, there are a few things that you can’t cut back on too much because you need them to survive, such as clothing, shelter and food.

You can take the bus to work and not buy a big screen TV, but you will not live very long if you don’t eat!

However, buying food doesn’t have to be as expensive as you might think.

If you wince in horror everything you take out your wallet at the supermarket, there are many ways that you can cut down your food bill while still eating healthy and tasty meals.

Filed Under: Personal Finance Tagged With: Budget, finance, Food Costs, Grocery Shopping

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Robby Oakes


Robby Oakes

CIMG Managing  Director
NMLS# 91606

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