THE SITUATION:A couple was purchasing their first home—a spacious single-family house intended for multiple generations, including their children and parents. In keeping with cultural norms, they …
Private Wealth Client Shocked To Learn ‘His Bank’ Can’t Help!
SCENARIO: Borrower was purchasing a multi-family property for investment purposes. He was a sophisticated investor, already owned multiple properties, and he was self-employed. This borrower owned and …
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Did You Know?
Is listening to Suze Orman and Dave Ramsey regarding paying off your mortgage a good idea? After the closing, I always stay in touch with my clients, providing advice and financial guidance. Over …
Why Do You Need a Certified Mortgage Planning Specialist®?
There are lots of places you can go to obtain a mortgage. So why is it important to work with a Certified Mortgage Planning Specialist? Certified Mortgage Planning Specialists (CMPS®) have …
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Higher Mortgage Rates, Yet LOWER PAYMENTS?? One Must Look At The Full Picture.
These days, mortgage rates are significantly higher than the two and three percent rates we saw only a few years ago. While these higher rates are not preventing buyers from purchasing homes, it’s …
What is Mortgage Planning?
Our Mortgage Planning Approach is founded upon the concept that a sound financial plan that coordinates all financial instruments and optimizes cash flow allocation, will turbo-charge the likelihood …
