Blog tagged as Mortgage

Should You Consider Refinancing Your Mortgage?

09/18/2020 09:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Should You Consider Refinancing Your Mortgage?
To go along with last month's article about mortgage refinancing there is now a handy flowchart that you can use to help you decide if you should refinance your mortgage.

Is Now A Good Time to Refinance Your Mortgage?

08/16/2020 03:34 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Is Now A Good Time to Refinance Your Mortgage?
You may have noticed mortgage rates have dropped and are probably wondering if you should refinance your mortgage. There are many advantages to refinancing, but since everyone’s situation is different, you should evaluate whether it’s the right thing for you to do.

Prioritizing Savings and Investments When You Have Excess Income

07/06/2020 11:08 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Prioritizing Savings and Investments When You Have Excess Income
If you are in a situation where you spend less money than you bring in every month, you may be wondering what is the best thing to do with the excess cash. With numerous account types and even more investment options, how do you find the most optimal way to invest and save?
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