Mortgage

Ask An Advisor Series - Housing

Ask An Advisor Series - Housing

Given what's at stake with buying and selling a house, today's Q&A article is certainly worth the read. Here is a quick preview of the topics that we will be diving into:

  • Are we in a housing bubble?

  • Why are home prices soaring?

  • When is it better to choose a higher interest mortgage with no PMI versus a lower interest rate mortgage that includes PMI?

  • What are the tax consequences of selling a primary residence at a gain?

One-step Back, Two-steps Forward: My Journey to Starting a Fee-only Financial Planning Firm

One-step Back, Two-steps Forward: My Journey to Starting a Fee-only Financial Planning Firm

So what variables actually played a role in my decision to leave a great income, a highly successful team, and say goodbye to the best boss I ever had? In the end, too many aspects related to my job were totally outside my control and eventually my boss'.  So when no improvements seemed imminent, I decided it was time for a change. Quite frankly, I felt like I needed something fresh in order for my career to continue growing.