Most investment counselors specialize in the accumulation aspects of your investment portfolio. Fred is highly specialized in that he specializes in the decumulation aspects of your portfolio helping to minimize your risks and realizing your goals in your retirement and legacy. His contact information is [...]
Some Highlights Even with higher mortgage rates, the mortgage process doesn’t need to be something you fear. Here are some steps to help as you set out to buy a home. Know your credit score and work to build strong credit. When you’re ready, lean on the pros and connect with [...]
Is this the right time to put my house on the market? Find the answers to this question and others that you might have in considering selling your house. Don't forget to check out our latest market reports!
While the Federal Reserve is working hard to bring down inflation, the latest data shows the inflation rate is still high, remaining around 8%. This news impacted the stock market and added fuel to the fire for conversations about a recession. You’re likely feeling the impact in your day-to-day life [...]
Some Highlights If you’re planning to sell your house this year, you likely have questions about what the shift in the housing market means for your home sale. You might be wondering: Should I wait to sell? Are buyers still out there? And can I afford to buy my next home? Let’s connect so [...]
These aspects include being able to make it your own and start realizing the increase in your equity and your local presence... Don't forget to check out our latest market reports!
Please listen in while I interview Joanne Gellson owner of Heart and Soul Senior Concierge Services and learn how she helps both patients and families through the "end of life" process. I think that you will find it both heartwarming and informative. Joanne Gleaseon is [...]
If you’re looking to buy a home, you probably want to secure the lowest interest rate possible for your home loan. Over the last couple of years, that was easier to do as the housing market saw record-low mortgage rates, but this year [...]
Some Highlights If you’re trying to buy your first home in today’s housing market, you’ll want to know what you can do as mortgage rates rise and inventory stays low overall. Connect with a lender to get pre-approved, prioritize your wish list, consider condos, and expand your search radius. Your first home is [...]
This short video will give you both a Buyer's and Seller's perspective... Don't forget to check out our latest market reports!