Blog

Oct 2 2018

Seeing the value of your property increase is a welcome development for homeowners. It can be reassuring evidence that the home they chose to purchase, and when they bought it, was a smart decision. Rising values can also be a signal that it’s time to explore refinancing your current mortgage. Saving Money Falling interest rates […]

Aug 21 2018

Approaching retirement may demand a careful examination of your financial situation. Enjoying your golden years and supporting your lifestyle can mean making tough decisions regarding future priorities. One of the most important choices faced by retired homeowners is whether or not they should remain in their current home. Freedom from employment creates new possibilities worth […]

Apr 4 2018

As you prepare for retirement, and start considering a reverse mortgage, also known as Home Equity Conversion Mortgage (HECM), there are some important things to remember. While all HECM loans require a third-party counseling session with a government-approved housing counselor, understanding the obligations and responsibilities of homeowners from the outset can help with planning and […]

Jan 25 2018

Buying a home is a huge decision. There are lots of questions to ask and pros and cons to weigh before you ever commit to making an offer. But, it’s the financial decisions you made before you started shopping—and the story they tell about you—that could prove to be just as critical. Obtain a copy […]

Jan 10 2018

Have you taken your retirement planning far enough? You’ve probably thought about your financial security, investment options, and how to spend the well-deserved freedom that retirement brings, but your strategy shouldn’t end there. Creating an aging plan to guide the decisions you, and your loved ones, will face is a critical part of the retirement […]

Nov 28 2017

The wellbeing of a child is typically a parent’s highest priority; parents make every effort to keep them healthy, happy and safe. However, as time goes on, these roles can reverse, with adult children feeling responsible for the care of their aging parents. Starting the Conversation Navigating this transition is not always easy. Parents often […]

Jun 13 2017

One of the biggest advantages of owning a home is building home equity. Home equity is the current market value of a home minus its outstanding mortgage balance. In simple terms, it’s home ownership that you build by making monthly mortgage payments. Depending on the terms of your mortgage, you’ll usually pay it off in […]

Mar 22 2017

Your home is your greatest asset. The longer you live in your home, the more you will develop equity that you can then use to make other important financial decisions. But you may not want to live in your home forever. Your family status may change, or you may simply find a property that better […]

Jan 14 2016

With mortgage rates averaging less than 5% for the past five years—and 2015 set to become year No. 6 in that trend—there’s never been a better time to carry a mortgage into retirement, right? Not so fast. While it’s an appealing idea to hold onto a predictable monthly mortgage payment and plow into retirement savings […]

Jan 7 2016

The U.S. housing market is on track for its best year since 2006. Home prices are up, foreclosures are down, boomerang buyers are re-entering the market, and millennials are finally—finally—moving out of their parents’ basements. Our long national nightmare appears to really be over. Bottom line: The housing crisis is beginning to feel like a […]

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