Should You Pay Off Your Home Before You Retire?

Before you make any extra mortgage payments, consider some factors. Should you own your home free and clear before you retire? At first glance, the answer would seem to be “absolutely, if at all possible.” Retiring with less debt … isn’t that a good thing? Why not make a few extra mortgage payments to get the job done? In reality, …

The Road to Refinancing

5 Steps to Refinancing Your Mortgage  Is it time to refi? Download the Road to Refinancing Guide  Refinancing a mortgage means paying off an existing loan and replacing it with a new one. There are many common reasons why homeowners choose to refinance: The opportunity to obtain a lower interest rate The chance to shorten the term of their mortgage …

House Hunting APPropriately

If you’re currently engaged in the home buying process, and granted your phone has the storage space, download these apps to navigate through this experience with convenience and ease! We’ve compiled a list of 20 beneficial apps for your smart phone, no matter what your role (agent, buyer, seller, renter) is in this transaction. Now charge your phone and put …

What to expect during escrow

What to expect during escrow Your guide to escrow success! Congrats, you’ve made it to the finish line of the home-buying process! The buyer, seller, and any other necessary parties have come to a settlement. You’re officially in escrow – but now what? You should know that escrow doesn’t happen overnight, this typically takes 30-60 days to complete. Be sure …

Women Need to Take Charge of Their Money

Women Need to Take Charge of Their Money Why do so many of us delegate financial responsibilities to others?    Are you one of the growing number of women handling their own finances or do you prefer to leave that aspect of your life in the hands of someone else? There could be a number of reasons why you might …

Your Financial To-Do List

Your Financial To-Do List 8 Essentials to consider yearly Managing your finances can be an overwhelming task, but is critical when it comes to maintaining your financial health.  As your life evolves, so does the extent to which you need to keep track of your financial health. In an effort to make this less of a “to-do” – we have compiled …

The Brexit Heard Round The World

The Brexit Shakes Global Markets  A worldwide selloff occurs after the United Kingdom votes to leave the European Union. A wave of anxiety hit Wall Street Friday morning. Thursday night, the United Kingdom elected to become the first nation state to leave the European Union. The “Brexit” can potentially be finalized as soon as the summer of 2018.1 Voters in …

“I don’t need estate planning…. do I?”

Anyone who has an estate should consider creating an estate plan. Beyond a will which states what you would like to have happen with your assets, an estate plan organizes and provides what is necessary to actually make those things happen. 
What is included in my estate? Yes. Your estate includes everything from bank accounts and retirement funds to jewelry …

How To Make Your Move As Effortless As Possible

How To Make Your Move As Effortless As Possible The act of relocating can entail numerous moving parts (literally) and an extended checklist. In hopes of alleviating some of your stress leading up to moving day, we have prepared this simple guide to get you ready two months out! Tackling small issues in a timely manner will keep you on …