When Your Client Pops off with “You owe me a martini”…
Meet Frances When your client is explaining to the escrow agent the many benefits of the loan she’s signing up for, it’s almost better than...
A Glimpse of 5% and Reaction to the Fed Rate Cut
Mortgage rates are down nearly 1% since July in anticipation of this week’s .500% Fed rate cut and we’re holding steady with only a small...
Rates are Dropping – Join my Watchlist
Ready to improve your monthly cash flow with a lower mortgage rate or consolidate some higher interest debt? Then jump on my rate watch list...
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...
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....
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....
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...
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...
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...
