Selling your house when the fewest number of homes are available to buy …
Author: Todd
Is Your Client’s Monthly Cash Flow Underappreciated?
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September 23, 2021
The past two months I have written about on-boarding new clients and EPRTM …
The Case For (or Against) Adjusted Rate Mortgage’s
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September 9, 2021
What’s the longest time period you have ever lived in a home? Consider …
Is this the ONLY Investment Metric that Matters?
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August 26, 2021
Last month I had a great new client meeting. I asked this couple, …
Why Mortgage Planning is FINRA-Compliant
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August 12, 2021
The Financial Industry Regulatory Authority (FINRA) regulates broker-dealers and their registered representatives. Over …
On Boarding: What the Average Financial Advisor is Not Doing
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July 29, 2021
The previous year was tough on all of us, but let’s hope those …