Community Spotlight: Identity Protection after the Equifax Breach

The Equifax breach is a big deal. Over 140 million people have had their personal information stolen. That is why I was fortunate to get to speak with Eran Sinai, the CEO & founder of ID CyberCenter earlier this week. Video Summary There is no place that has more data about us than … [Read more...]

Getting the Most Out of a Refinance

A past client came to us a few months ago interested in a refinance. They had actually done a refinance with a different company last year and realized that it did not meet all of their financial needs. What they were looking for was not unusual, but it was more complicated than a standard … [Read more...]

Why Would You Want to do a Mortgage Review?

Once people are locked into a fixed rate mortgage, they often do not even consider if their mortgage is still a good fit after several years. That can be a lost opportunity for them. While you hopefully got the right mortgage when you purchased your home, your situation can change as life … [Read more...]

Improving and Protecting Your Credit Score

Credit scores have a significant impact on your mortgage options and the rate you will pay. That is why it makes sense to know how to improve your existing credit score and protect a good score. Improving Your Credit Score If you’ve had a major derogatory credit event, such as a bankruptcy, … [Read more...]

4 Common Credit Misconceptions

As most people know, your credit score has a big impact on your mortgage rate and whether you can get a mortgage at all. However, there are a lot of misconceptions around credit scores. And if you do not have the right information, it is hard to make the best decision for your situation. So, here … [Read more...]

Community Spotlight: Managing Your Risks

In today’s video, I talk with Tyler Nichols of Northwestern Mutual about risk planning and how you can protect one of your most important assets: your income. Video Summary Any good financial plan includes risk … [Read more...]