Category Archives: Blind Spot 3: Storing Money Efficiently

Liquidity versus Home Equity

When learning how to apply financial planning concepts to the world of real estate and mortgages, there can be a bit of a learning curve.  But once grasped, a homeowner can feel extremely empowered and confident in the decisions they … Continue reading

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Finishing 2015 Financially Strong

We are in the fourth quarter!  In less than two short months we will be welcoming in 2016 and setting those ever popular New Year’s Resolutions.  For many people, money is at the heart of these annual goals, since many … Continue reading

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Kids and Money: What is Your Child’s Financial Personality Type?

Is your child a saver or a spender?  One of our most important missions as a company is to help our clients improve their financial literacy.  By helping you make smarter decisions with your money, even beyond the mortgage, we get … Continue reading

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A Quiz to Help You Make SMART Borrowing Decisions

Making the right borrowing decisions when it comes to getting a new mortgage is critical.  As we teach every day when meeting with homeowners and new home buyers, how you handle the financing of your home impacts virtually every other … Continue reading

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The House versus Home Conversation

One of our favorite discussions to have with new clients is what we call “House versus Home”. It goes like this: “When you hear the word ‘home’, what words comes to mind?” Clients typically pause for a minute before beginning … Continue reading

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What if Life Started Tomorrow?

Imagine if everything up to this point in your life was simply “practice”?   Those mistakes with money were merely stepping stones in helping you learn how to play the game of life correctly once it started.   That business venture that … Continue reading

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The BorrowSMART Strategy #2 – Managing Your Cash Flow (Over Time)

How might our managing your mortgage and liabilities help increase your assets over time?  Let’s look at how most families spend their hard earned money. Lifestyle Today vs. Lifestyle Tomorrow Looking at the picture to the right, representing the average … Continue reading

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Blind Spot #3: Storing Money Efficiently

Because we don’t fully understand how money works, we often end up storing it in the wrong places.  As money flows into the household, families are not educated on how to prioritize where their hard-earned money should go.  Pre-pay debt … Continue reading

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A 2-Minute Success Story – Mortgage Free 12 Years Sooner

As more and more retirees head into retirement with more debt than ever, and less financial flexibility, I want to share this great success story! Watch this short video on how we helped a homeowner shave 12 years off their … Continue reading

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Welcome to the 4 “Blind Spots” blog

People often ask us what makes us “different” from other mortgage lenders.  What is it that makes getting a mortgage or advice from us any different than from anywhere else?  The answer has become simple:  Because of our “WHY”. The 4 “blind … Continue reading

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