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Temporary mortgage buy-down

Temporary mortgage buy-down

An innovative interest rate reduction technique If you’re currently in the market for a new home, you may have found yourself wondering if it’s the right time to buy. After all, both home prices and interest rates remain high. If this situation describes you, there’s...
Financial Planning for 2025

Financial Planning for 2025

Steps to Consider at the Start of the New Year Financial planning is a forward-looking process to get people focused on their long-term goals. While we can learn from the past and use it to inform decisions going forward, dwelling on it doesn’t serve any constructive...
Year-end gifting strategy

Year-end gifting strategy

Donor-advised funds have numerous benefits for charitable giving 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...
Top Mortgage Lenders on Recasting Your Loan

Top Mortgage Lenders on Recasting Your Loan

Make Equity Work by Getting a Mortgage Lender Recast There are many options for managing interest or monthly payments for your mortgage. Depending on your circumstances, a recast may be the right one for you. TLDR: When tapping home equity for a new purchase, a...