Bank vs Brokerage
I recently had a conversation with a client who had just gotten loan approval and was still amazed that they got the loan approval because they had been turned down three times by their banks. They had been to the bank of America, Wells Fargo, and Credit Union; all...
I just got married and want to add my spouse to the ownership of the home.
I just got married and want to add my spouse to the ownership of the home. Congratulations! Yes, this is a question I get a lot. When we get married, some of us see this as a “we’re in it together” all or nothing, as it should be. Putting your...
Success Story: The Best of Both Worlds
Jan has lived in her home with her husband for forty years. Sadly, he passed away recently and she was now living in the home alone. She decided it was time to downsize and move into an active senior living community. Her home was in a wonderful community. She went to...
Economic News This Week: Lots of Data!
This week had a lot of data points but they were fairly benign compared to last week. Still the 30-year-fixed came and the FHA 30-year-fixed came down a little, but the rest of the rates stayed the same. On Tuesday the February CPI (consumer price index), one of the...