Tag Archives: mortgage

Borrow Smart, Repay Smart: Kids & Money

  Dear Borrow Smart Family, Is your child a saver or a spender? One of our most important missions as a is to help our clients improve their financial literacy. By helping you make smart decisions with your money (even … Continue reading

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Borrow Smart, Repay Smart: Avoiding the First Financial Blind Spot

Dear Borrow Smart Family, Blind spots are all around, preventing us from getting where we want to go. In our quest to transform the lives of every client through financial education and direction, we have identified four blind spots that … Continue reading

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Debt – The Good, The Bad, and the The Ugly – Part 2

Dear Borrow Smart Family, Debt is not something you should be ashamed of. But it is something that you should want to fix. The below is a continuation from last week: 1. If you have “bottomed out” on debt, if you … Continue reading

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Debt – The Good, The Bad, and the Ugly – Part 1

Dear Borrow Smart Family, There are three types of debt, the “Good”, “Bad”, and “Ugly”. Let’s discuss the differences and provide some direction for addressing your debt-related issues. When discussing debt with clients, too often they express a sense of … Continue reading

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Borrow Smart, Repay Smart: How much money should I keep in a savings account for emergencies?

Question: Hi Trevor! How much money should I keep in a savings account for emergencies? Answer:  Many financial professionals suggest that you put away three to six months’ worth of living expenses for emergencies. We actually call these funds “Cash Reserves,” … Continue reading

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Borrow Smart, Repay Smart: Four Reasons You Might Want to Consider Refinancing

Dear Borrow Smart Family, Owning a home and building equity opens up many opportunities. As a homeowner, there will be times you wonder if refinancing your mortgage makes sense. Rightly so, as there are quite a few reasons getting a … Continue reading

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Borrow Smart, Repay Smart: Prioritizing Your Cash Flow

Dear Borrow Smart Family, Managing your bills can be a juggling act. While ideally we pay everything off and save to our heart’s content, reality shows us that income waxes and wanes over time. A foundational piece of advice that … Continue reading

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Borrow Smart, Repay Smart: Week 23 – Three Steps to Creating the Financial Future You Want

Dear Borrow Smart Family, Happy Monday! I hope the sun is shining down on you. I wanted to share something below that I created for you. Mortgages, Money and Life is my 52-week lesson book, that guides the reader each … Continue reading

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BSRS: Diversification

Borrow Smart, Repay Smart: Diversification Continue reading

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3 Key Steps to Keeping a Strong Mindset During a Volatile Market

Key Steps to Keeping a Strong Mindset During a Volatile Market Continue reading

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