Ready. Set. Home. How to Prepare to Buy a Home It is never easy to plan a purchase of a home. Whether you are a first-time home buyer, or onto your 3rd home, there are a number of factors to consider when starting the process of purchasing of a home. Below are a few simple […]Read More
When it comes to purchasing or refinancing a home, there are a multitude of mortgage products to choose from. Each product has its own strengths and weaknesses, as well as its own unique eligibility requirements. It is important to evaluate one’s own financial situation to find a mortgage product that is tailored best to their […]Read More
Inevitably, every year I am asked about buying, selling, and investing in real estate. Is real estate a good investment option now? Should I buy a new primary residence and/or rent out my current home? Is it a good time to sell some of my properties at today’s market values? The answer is: it depends! […]Read More
As financial planners in Portland, we offer a unique approach to develop a comprehensive financial plan that fits your unique situation.
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Palm Springs, CA 92262