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If you get into a bad deal, it may be your own fault.
Whether interest rates are high or low, clients will still need to refinance their homes from time to time. Here are some tips on how to help them do it as cheaply as possible.
To invest in the market or pay off that mortgage—it's a question that presents a clear conflict of interest for advisors. The best approach: Help clients make their own decisions by mapping out the issues at stake.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
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May 19–20, 2025