A Wildcard Drops Mortgage Rates
Labeled as “quasi QE”, the directive by the President yesterday for the Government Sponsored Enterprises (GSEs) Fannie Mae and Freddie Mac, to reinvest a portion...
Retirement Mortgage Workshop: Flexibility for the Road Ahead
Home Financing Educational Workshops Designed with Senior Needs in Mind Home financing needs change in retirement. Income often looks different, priorities shift, and protecting long-term...
It’s kind of a meet-cute
In April 2024, our team got a call from Tom. In September 2025, we closed on his home loan. Some family “meeting of the minds”...
Transitioning to Senior Living… Experiences and Advice from Residents Who Know
Considering a move to a senior community and curious what the transition is like? Join us for an informative and engaging panel discussion with local...
It’s Fed Week, and Comments Didn’t Sit Well
Mortgage rates move in anticipation of market actions, and as of yesterday, we hit the lowest point all year. Today, Fed Chairman Powell announced another...
The Hidden Cost of the Familiar: Rethinking the HELOC in Retirement
Last month, a 68-year-old, recently retired client called me in distress. Her husband has required medical care exceeding their cash flow. Like many clients, the...
Rates Inch Downward Ahead of Expected Fed Action
Headlines touting an 11-month low following weak jobs data sum up our mortgage rate environment as we prepare to exit the third quarter. Fun fact,...
Choose Your Rate with an Interest Rate Buydown
The term gets thrown around a lot, but just exactly how do they work, when should they be used, and who benefits – buyer or...
Webinar – How to Safely Use Home Equity in Retirement
Join us for an information packed hour as we highlight the latest in retirement mortgage solutions, helping homeowners in or near retirement safely access home...
