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Category: Financial

Mortgage down payment assistance

Mortgage down payment assistance

The availability of a mortgage loan to purchase a home is something many of us take for granted. After all, these days the process can be as simple as getting in touch with a mortgage lender and submitting an application with a handful of financial information.

Tax preparation checklist

Tax preparation checklist

Whether you file your taxes using tax preparation software or with the help of a tax professional, you can save a lot of time and money by getting organized early. Here’s a tax preparation checklist to help you get a jump on tax filing season.

Year-end gifting strategy

Year-end gifting strategy

Year-end and the holidays encourage philanthropy for many people. If you’re among them, as part of your year-end planning it’s important to clearly define your charitable giving goals and explore the best ways to achieve them.

Top Mortgage Lenders on Recasting Your Loan

Top Mortgage Lenders on Recasting Your Loan

Choosing the right mortgage lender can make all the difference when it comes to securing the financing for your dream home. In this article, we take a closer look at some of the best mortgage lenders and how they can help you make the most of your mortgage recast strategy. A mortgage recast is a simple process that can help you lower your monthly payments and save thousands of dollars over the life of your loan. Understanding the benefits of a recast and working with the right lender can help you make the most of this powerful tool.