Tag Archives: mortgage

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 Future Is So Bright

I know what you’re thinking…Timbuk 3’s hit song in the 1980’s, The Future’s So Bright, I Gotta Wear Shades.  Yes, I did listen to that song recently on a road trip, with my kids laughing at the ridiculousness of the … 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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The Story of the Magic Penny

If you had the choice between taking $3,000,000 in cold hard cash right  now, or a single penny that doubles in value every single day for 31 days, which would you choose? If you’ve heard this story before, you already know that … Continue reading

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Consumers Think It’s Easier Than Ever To Get A Mortgage!

Consumers who believe it would be easy to get a mortgage today jumped to a record-high 54%, Fannie Mae’s February 2015 National Housing Survey found. On the other side, the share who believes it would be difficult to get a … Continue reading

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Good, Bad and Ugly Debt, Part 1

 “Debt–the Good, the Bad, and the Ugly” – Part 1 There are three types of debt, “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 … Continue reading

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Avoiding the First Financial Blind Spot

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 everyone falls into on … Continue reading

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273,000 Residential Properties Regained Equity in Q3

            CoreLogic has released new analysis showing nearly 273,000 U.S. homes returned to positive equity in the third quarter of 2014, bringing the total number of mortgaged residential properties with equity to approximately 44.6 million, … Continue reading

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The Three Biggest Mistakes Home Buyers Make (and How to Avoid Them)

  In the complex world of residential mortgages, many mistakes are made by home buyers as they try to navigate and understand all of their options. The good news is that many of the mistakes are avoidable with some education … Continue reading

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The Three Considerations for Making All Investment Decisions

The Three Considerations for Making All Investment Decisions   Over the past month we have been discussing the new location, location, location as it relates to your cash and cash flow. We have already broken down the different types of investing we … Continue reading

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