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More and more clients are willing to refinance, and in many cases, understandably so. But taking on a major mortgage can have a significant impact on a client's long-term financial plan—and sometimes, that impact can be dangerous.
When home values go up, so do property taxes. Here's what you can do.
Banks have come out with a variety of new products designed to help borrowers get into high-priced homes. They may be perfect for your clients, but there are always risks involved.
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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