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Managing HOA Assessments on a Fixed Income

You’re happily retired in a community that boasts an HOA to provide maintenance and services. The monthly dues are baked into your financial plan. That...

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Looking For A Lower Rate

Insights on Timing a Purchase or Refinance as Rates Drop

Fed commentary finally aligned with steadily declining inflation indicators and growing unemployment figures sending 30-year fixed mortgage rates plummeting .375% in just over a week....

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Buying an Investment Property Just Got Easier

Investor loans that are relatively simple to qualify for and available on higher loan amounts can be hard to find and even harder to close....

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Barry Sacks Webinar June 2024 Funding Roth Conversions

Webinar: Tax Strategies using a Home Equity Conversion Mortgage w/ Certified Tax Expert Barry Sacks, PhD

Using Home Equity Conversion Mortgages to extend portfolio longevity captured the attention of Certified Tax Law Specialist, Barry Sacks over a decade ago. Barry’s extensive...

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Real Estate CE – Ask An Appraiser – July 31, 2024

Join us as we welcome back Certified Appraiser Michael Petrone for round two. Learn from the guy who has literally seen it all how he...

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Remodeling Workshop for Homeowners

Learn from design, real estate and home renovation financing pros how to put all the pieces together. If you’re considering adding comfort and value to...

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Real Estate CE – Buy Before You Sell w/ Equity Advance Programs

If you’re a listing agent and haven’t taken a minute to learn about Equity Advance Financing Solutions, this is for you. I’ve helped numerous partners...

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The Advantages of Buy Before You Sell

The Spring market has arrived with more listings popping up and pent-up demand creating competing offers for desirable properties. If you’re in the market for...

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The Fed Rate Forecast and the NAR Announcement

Markets overall responded favorably to comments by Fed Chairman Powell on Wednesday, gaining 50 basis points by close of market Friday offering as much as...

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Don’t Settle, Craft Your Custom Home: Renovation Loans Make it Possible

Considering much-needed repairs, a few cosmetic improvements or purchasing a fixer? I’m here to enable you and your vision with home renovation financing AND a...

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