Starting Out

2 hours ago4 min read

Boost Your Down Payment

Struggling with your mortgage down payment? The insights and strategies below, CAN move forward! Let's turn your dreams into reailty!

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Insurance and Mortgages: What Every Homebuyer Needs to Know

Shameless Spender

Nov 295 min read

Insurance and Mortgages: What Every Homebuyer Needs to Know

Life insurance and mortgage insurance are two different types of insurance related to homeownership. Compare before you sign your mortgage.

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Shameless Spender

Nov 222 min read

5 Smart Money Moves for New Couples

Create healthy money habits, eliminate debt, grow wealth, protect each other, and reach your goals together!

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Mortgages Part 6: Are you a Good Risk? Improve Credit Scores & DTI to Qualify for a Better Mortgage Rate

Shameless Spender

Nov 85 min read

Mortgages Part 6: Are you a Good Risk? Improve Credit Scores & DTI to Qualify for a Better Mortgage Rate

Improve your Credit Scores & DTI to Qualify for a Better Mortgage Rate

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How to Help Your Adult Children Buy a Home PART 4

Shameless Spender

Jun 212 min read

How to Help Your Adult Children Buy a Home PART 4

Should you Loan Money, Create a Discretionary Trust, or be the Co-signer or Guarantor? Loan Money You can give your child money and...

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How to Help Your Adult Children Buy a Home PART 3

Shameless Spender

Jun 142 min read

How to Help Your Adult Children Buy a Home PART 3

Should you Gift Money, Gift Money Slowly or Gift an Early Inheritance? Gift Money Once again ensure your retirement plan has your needs...

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How to Help Your Adult Children Buy a Home PART 2

Shameless Spender

Jun 71 min read

How to Help Your Adult Children Buy a Home PART 2

Where will the money come from? Consider your retirement plans and the tax implications. Use cash or near-cash funds, and non-registered...

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How to Help Your Adult Child Buy a Home PART 1

Shameless Spender

May 312 min read

How to Help Your Adult Child Buy a Home PART 1

Can You Help Your Adult Child Buy a Home?

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Gift Your Adult Kids: Money Management for Couples

Shameless Spender

Nov 29, 20231 min read

Gift Your Adult Kids: Money Management for Couples

Buy a gift certificate for your couples who are "STARTING OUT" and help them build their life together without saying a word! A strong...

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How did a pandemic impact living options for those 60+?

Shameless Spender

Jul 12, 20231 min read

How did a pandemic impact living options for those 60+?

Many of you would prefer to stay in your own home and “Age in Place”, as we call it. Let’s talk about your choices.

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Let's get to Maui without going in debt!

Shameless Spender

Nov 11, 20222 min read

Let's get to Maui without going in debt!

It is a great feeling to have found "your person". Can you keep that bliss and go on vacation or will your triggers keep you home? "I...

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Will they thank you for the "Starting Out" gift? YES!

Shameless Spender

Nov 1, 20221 min read

Will they thank you for the "Starting Out" gift? YES!

Now that your son or daughter found "their person" help the couple learn—as a team—how to make sound financial decisions to build their...

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Shameless Spender

Oct 12, 20221 min read

Are you prepared for joy?

Your plans can change in the blink of an eye. An accident, illness or loss switches our brains into flight, fight or freeze modes. You...

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Do the "Happy Dance of Freedom from Debt" in January! Save for Gifts All Year Round

Shameless Spender

Jan 29, 20222 min read

Do the "Happy Dance of Freedom from Debt" in January! Save for Gifts All Year Round

Writing things down doesn’t just help you remember, it makes your mind more efficient by helping you focus on the important changes you...

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