09
SEP
2013

Proactive Mortgage Management Works: Annual Review Leads to a $417,302 Benefit

As part of our ongoing due diligence process, each year we perform an Annual Review. This ensures that our clients remain in the mortgage program that best suits their needs. During a recent Annual Review interview, we discovered that our client, who was 48 years of age, had no...
15
JUL
2013

Father and Son Illustration

As your home grows in value and you amortize the amount of your mortgage, the equity grows in your home. If you were to reposition that equity by refinancing your home and investing the money, this can effectively become a vehicle to save money and accumulate assets. I will show...
28
JUN
2013

Mortgage Improvement for My CPA

A very successful business associate of mine had a 30-year, $589,000 mortgage with an interest rate of 4.375% on a home he planned to occupy indefinitely. He enjoyed significant benefits from the income tax deduction associated with the mortgage interest. He contacted The...
05
JUN
2013

The Four-Step Mortgage Process

This Four-Step Mortgage Process was originally developed by my associate, Jim McQuaig, from Churchill Mortgage in Northern Virginia. The process is simple in concept: When you select a mortgage for your purchase, ensure that the mortgage product you select allows you to...