Financial Planning

The 9th Wonder of the World

Today’s topic is a bit of a stretch, but it’s something that I wholeheartedly believe! I often talk about “doing real estate right.” Here’s my correlation for today: The 8th and 9th Wonders of the World There are 7 man-made Wonders of…

Real Estate is Meant to Be a Long Game… Don’t Forget That!

This is a topic that I’ve talked about in the past, but it came up again this week and I wanted to share the perspective. Let’s step back to 2005 – it looked like real estate was amazing and everything was great….

Very Important Information about Your Insurance

Today I talk to Tina Caracciolo with Insurance All Stars; I asked her to help me with this video to address a few questions about insurance options in the area. In the last few days, myself and two clients have experienced concerns…

Tax Deferred Exchange – 1031

I often come up with topics for my videos based on my own business or the things that are coming up in the industry. Lately, I’ve had a bunch of deals that are all involved in 1031 exchanges – so I figured…

Cover Your Ass…ets!

Today I talked to Tina Caracciolo with Insurance AllStars, who offers a wealth of information about personal lines of insurance. It’s a timely topic as many homeowners are wondering about insurance protection with earthquakes and other natural disasters that have been impacting…

Removing Roadblocks to Home Ownership – Tax Benefits

Tax day is looming, so many people are looking at their tax burden and wondering what can be done for tax strategy going forward. One of the main questions that keeps coming up is whether there are any tax benefits left for…

Removing Road Blocks to Home Ownership – Mortgage vs. Rent

Isn’t that mortgage payment higher than rent? This question is a common topic that I hear when people are looking at options to buy a home for the first time. Today I’m addressing this topic and sticking with the theme of removing…

Home Buying Roadblocks – Credit

In today’s video, I’m continuing to discuss the topic of roadblocks and the common things that are stopping people from homeownership. One of the biggest issues is credit. Your credit score is really important when it comes to getting qualified for a…

Removing Road Blocks to Home Ownership – Self-Employment

Today’s video is the start of a series of related topics that I am going to share about some of the major road blocks to home ownership. Some of these things are real, and some of them are myths that are assumed…

Mortgage Payment Strategy to Maximize Your Tax Write-Off for 2018

The end of 2018 is just a few weeks away, and many people are considering last-minute options to reduce their tax burden for the year. Are you worried about a big tax bill because you had a strong year financially? The year…

Who’s Ready to Retire?

We all want to retire someday, but who is truly on track to make that happen? One of the most important financial tools for retiring comfortably is having a real estate property that is paid off, thus making your housing expense very…

Don’t Let Them Take Your Hard-Earned Equity

Now that you own a house it’s time to make sure you have it protected. If you set things up right now, you will be able to avoid expensive and unnecessary probate if the worst happens. Most homeowners know about insurance and…

Surprising Options for Low Down Payments

Just because you want to buy a home, doesn’t mean that you need to have a big down payment. Today, I want to look at low down payment solutions that can help you get into a home sooner than you think is…

What is “Vesting” and How Does It Affect Estate Planning?

As a homeowner, it is important that you think about estate planning so that you are ready for anything that might happen in the future. I invited Andrea Shoup, an attorney with Shoup Legal, to join the conversation today to highlight the…

Getting Creative to Make Home Ownership a Reality

Today we are talking about creative options to make home ownership a reality. For many people, creative finance is one of these things that has a negative connotation. But, you don’t need to view this term in a bad light. What Does…

Is Paying Off Your Mortgage Early a Good Idea?

Paying off your mortgage is something most homeowners constantly think about. But is paying off your mortgage early a good idea? According to a recent article by Kristen McFarland in U.S News & World Report, there are some things to seriously consider…

Protecting Your Family, Your Home, and Your Finances

You’ve worked hard to build your assets. Make sure that you protect it from loss.

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