Monthly Archives: April 2016

The Surprising Reasons People Refinance Their Mortgages

  A recent study of homeowners who have refinanced their mortgages shed some fascinating results: 78% of those who have refinanced in the past did it for “Life Cycle Factors”, as opposed to just 22% trying to take advantage of … Continue reading

Posted in Blind Spot 1: Developing a Plan, Blind Spot 2: Increasing Fiscal Literacy, Blind Spot 3: Storing Money Efficiently, Uncategorized | Leave a comment

First Step to Borrowing SMART

If you’ve ever met with a trusted Financial Advisor, one of their favorite questions is, “What is your risk tolerance?”  It just so happens that this is also where we begin our strategic planning and advice for homeowners when using … Continue reading

Posted in Blind Spot 1: Developing a Plan, Uncategorized | Leave a comment

The Definition of Stress

I recently shared this with my team: Stress is the gap between what we expect and what actually happens. When you constantly compare your results (the “actual”) with your expectations (the “ideal”), you will continue to find yourself frustrated and … Continue reading

Posted in life, Uncategorized | 1 Comment