13
NOV
2013

The 5-Step Mortgage Power Process

Step One:  Understand your situation The Mortgage Power Process™ begins with understanding your situation. This includes not only gathering the essential information about the purchase or refinance of your home—such as price, loan value, and down payment—but also gaining clarity...
30
OCT
2013

Scenarios That Work – Leveraging a Mortgage to Plan for Your Future

With our unique approach to mortgage management, we consider the borrower’s individual needs and their life’s circumstances to identify the optimal mortgage product, which might include—due to a lack of personal resources—a loan with a low down payment or a loan with features...
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...