Category Archives: Blind Spot 4: Building a Wealth Team

A Common Tax Question for Homeowners

Tax time is upon us.  Our goal is to help you minimize taxes, and maximize savings, so here is just one of the common questions we hear homeowners asking: Question:  I refinanced my principal home last year and paid points. What … Continue reading

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Blind Spot #4: Lack of a Wealth Team

Who do you have in your life to help you make important money decisions every month or every year to help you build wealth for your future to enjoy more money less stress and more life? We need a solid … 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

Posted in Blind Spot 1: Developing a Plan, Blind Spot 3: Storing Money Efficiently, Blind Spot 4: Building a Wealth Team | Tagged , , , , , | Leave a comment