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Your mortgage is most likely your single largest debt, and your home is most likely your single largest asset. The strategy you use today carries financial consequences that can impact your life for years to come.  As a Certified Mortgage Planning Specialist (CMPS®), I Can help you answer these questions: Should I rent or buy […]
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Mortgage Planning is the four-step process of helping you improve your life by using the right mortgage strategies. Your mortgage is most likely your single largest debt, and your home is most likely your single largest asset. That’s why mortgage planning should be conducted with a certified professional who is trained in the five CMPS […]
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To download a six-page summary explaining risk capacity, click on the following link: Risk Capacity Link Have you ever heard the term “Risk Capacity”? Chances are very high that you have not. Why is that? Most financial professionals focus on the more commonly known term of “Risk Tolerance.” Risk Tolerance is someone’s personal attitude about […]
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Protect IRA Assets from Your Children’s Poor Decisions More and more wealth over the coming years will transfer between generations as our population ages. Investment News stated recently that there will be more wealth transferred from one generation to the next over the next 20 years than in any time in our country’s history. Much […]
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Let me start by saying that I’m not a prognosticator of what will happen in the stock market at any given time. Before the Trump election I was certain that we’d have a major correction. I was wrong. After the Trump election I really wasn’t sure, but it seemed logical that we’d have a period […]
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