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Tag Archives: financial advisor
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
Stop Digging – The First Step to More Money in 2014
It is a New Year, and that also means there are new opportunities to make significant progress toward your goals! But take this to heart: famous investment guru and billionaire Warren Buffett once said that if you find yourself in … Continue reading
Posted in Blind Spot 1: Developing a Plan, Blind Spot 2: Increasing Fiscal Literacy
Tagged blind spots, debt management, developing a plan, financial advisor, financial future, financial planning, goals and dreams, home loan, home loans, loans, money, mortgage, mortgage lenders, pay off debt, Portland Real Estate, Refinancing, saving money, wealth
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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
Thinking Money – Blind Spot #2: Lack of Fiscal Literacy
Did you know that the average person spends $1.22 for every $1.00 earned? That is a negative savings rate! According to Ben S. Bernanke, Federal Reserve Chairman, “There is a desperate need for greater financial literacy among consumers.” And he … Continue reading