purchasing a home or rental property

real estate

As an advisor and wealth coach, we talk to our clients about real estate because it is one of the most powerful tools to build wealth over time. Even with that knowledge, most people don’t integrate their real estate into a comprehensive financial plan. They get married, go to a bank, buy a house and…

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HECM: The heck with my mortgage payment

Are you wanting to retire, but nervous about your mortgage payment? Better yet, tired of living in that huge house, but not sure if you should downsize or right size into a home that is more suited for aging? Always wanted a new house, but still have a mortgage payment? HECM is the most important…

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