Articles

Ensure a Low Mortgage Payment? Or Preserve Borrower’s Assets? For This Borrower, We Did BOTH!

posted on May 9, 2025

SCENARIO: A frugal young couple had worked and saved diligently, investing wisely, and living within their means to someday purchase their first home. When the time came, their Realtor recommended …

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Is It Worth Refinancing Your Mortgage? Your Trusted Mortgage Advisor Knows Best.

posted on May 3, 2025

SCENARIO: This homeowner worked with Mortgage Wealth Advisors when he purchased his home two years ago. At the time, rates were higher, and her house has realized significant appreciation since she …

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This “Good Son” Thought ‘His Bank’ Would Help. He Was Wrong.

posted on April 27, 2025

SCENARIO: An elderly couple could no longer manage the stairs or upkeep of their large two-story home. After selling it, they hoped to purchase a small ranch near their children. Unfortunately, they …

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Reverse Mortgage Was Solution for This Homeowner.

posted on April 20, 2025

SCENARIO: Sixty-two-year-old homeowner is retiring. He must remain in his home for another five to ten years before he sells and moves to a modestly priced retirement community in the south. Yet his …

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Don’t Let That Rate Quote Fool You!

posted on April 20, 2025

SCENARIO: Borrowers were recommended to me by their real estate agent. These borrowers were purchasing a new home. Rates were rising and they were extremely anxious about their new mortgage payment. …

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The Top Five Mortgage Mistakes Divorcees Make

posted on December 21, 2024

The following article was written by Warren Goldberg, President of Mortgage Wealth Advisors, about the Top Five Mortgage Mistakes Divorcees Make. Warren was invited to write the article by Wendy …

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