facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Our Weekly Blog

Fixed vs. adjustable: What is the lowest cost mortgage? Thumbnail

Fixed vs. adjustable: What is the lowest cost mortgage?

More concerning is refinancing several times into another 30-year mortgage. Mortgages are expensive because interest is charged over a long period of time and homeowners do not stay in their homes for 30 years. According to the National Association of Realtors®, the median duration of homeownership in the US is 13 years[1] as of 2018. So, the idea of locking in a low rate may be appealing but, the reality is that most Americans are starting their mortgages over again before they are even half way through paying it off.

Read More
Tax Strategies to Implement Today  Thumbnail

Tax Strategies to Implement Today

Here is a list of some strategies you can employ to reduce your tax liability for 2020 tax year. Bear in mind, some of these strategies generally apply each year so this is the perfect time to reach out to your Certified Financial Planner™ practitioner or tax preparer and implement a plan for 2021 and beyond.

Read More
Schedule a Quick Call