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Standards have risen, lenders have tightened, and clients will need to put their best foot forward.
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.
Many adjustable-rate mortgage holders have been in for a rude awakening over the past two years, but that doesn't mean ARMs are inappropriate for everyone. By helping clients understand the facts and subtleties of this type of mortgage, you can relieve their anxiety and build rapport while making sure their decision is an informed one.
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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