No credit card, no obligation Financial Professionals only
Already a Horsesmouth member?
The latest dip in rates is a good opportunity to swap out of that adjustable-rate loan.
Interest rate movements represent an excellent opportunity to review clients' financial plans and suggest strategies designed to capitalize on changing conditions. Whether your focus is on asset or liability management, estate planning, or all three, take time to help clients adapt to this new market environment.
Alternatives to conventional fixed-rate loans look risky when interest rates are on the way up.
IMPORTANT NOTICE This material is provided exclusively for use by Horsesmouth members and is subject to Horsesmouth Terms & Conditions and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.
Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025