Will I really get that low of a mortgage rate?

By |2020-08-27T21:25:10+00:00August 27th, 2020|Categories: Lending, Single Point of View|Tags: , , |

Have you been noticing all the ads and articles on the "historically low" mortgage rates?  In this quick video, Rene helps us understand what these "headline" rates may really mean for you!

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How to use my credit card points? (BTC Ep. 4)

By |2020-05-19T12:48:45+00:00May 19th, 2020|Categories: Behind The Curtain, Cash Flow, Lending, Single Point of View|

We have a lot to manage in our financial lives, add credit card points to that list!  With so many different cards and rewards there is no one right way to use them.  Having a reminder (we're looking at you Knudge!) to at least make sure you are using them, and not losing them, is [...]

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Small Business Resources: CARES Act

By |2020-04-03T13:01:10+00:00April 2nd, 2020|Categories: General Planning, Lending, Single Point of View, Tax Planning|

The recently passed CARES Act provides a number of resources to help small businesses.  Our hope is that by sharing this information with our network, you will share it with any businesses you know who are struggling and truly need the help.   Unfortunately, many of the people who need this help the most will [...]

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Updated: Potential Resources

By |2020-03-20T15:29:18+00:00March 18th, 2020|Categories: Lending, Single Point of View, Student Loans, Tax Planning|

News is moving fast so we wanted to provide a couple of updates to the below: Taxes: The tax filing deadline has now been moved to July 15th to match the change to the payment deadline that was made earlier this week.  We encourage you to continue to move forward with your tax prep, especially if [...]

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What to do about the Capital One Data Breach

By |2019-07-30T17:42:13+00:00July 30th, 2019|Categories: Lending, Single Point of View|

Capital One announced a data breach yesterday, which is estimated to impact approximately 100 million individuals. Customer data, including credit scores, contact information and in some cases, social security numbers and bank accounts were compromised for their customers or people who applied for credit card products from Capital One. More information on the breach can be [...]

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Portfolio-based Credit – The good, the bad and the ugly

By |2019-05-25T12:17:36+00:00November 7th, 2018|Categories: Investment Planning, Lending, Single Point of View|

Groucho Marx famously said…  “I would never want to join a club that would have me as its member” Similarly, banks love nothing more than to lend to borrowers who have no need to borrow. And the high-net-worth clients of banks’ brokerage or wealth management units are an obvious object of their affection:  the portfolios they [...]

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