Articles under “mortgage”

Your Path to Homeownership

If you’ve never owned a home, you’ve probably spent some time thinking about what you’d love to have someday. And if you already own a house, a growing family might mean it’s time to consider something bigger.

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The Value of Mortgage Refinancing

If you are a homeowner, it’s more than likely your house is your single most valuable asset. So it’s crucial to understand the factors that affect housing costs, specifically interest rates, which impact your mortgage expenses.

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Too Much Liquidity Will Cost You Over the Long Run

When it comes to investing the general belief is liquidity is a good thing. But is liquidity always a positive?  The answer is no.

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Eight Financial Planning Actions You Should Consider for the New Year

Many of our clients like to use the beginning of a new year to create a plan for their personal finances.  They often ask us what we think are the most important issues to consider.  We believe there are eight critical actions to focus on: Create an emergency fund Pay off high interest debt If

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