Tag Archives: Creating Wealth

What is the”Real” Cost of Your Mortgage?

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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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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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