Mortgage and Debt Rules of Thumb with Calculator and Block House.

August 10, 2023

Most people carry some amount of debt, whether in the form of a student loan, a mortgage, or a car loan. We look at some simple rules of thumb on debt, evaluate mortgage debt, and discuss whether you should pay off a mortgage early. Read More...
Inherit a home image shows a toy block wood home on grass

November 7, 2021

Questions to ask when you inherit a home is presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: Buying a home is one of the most stressful Read More...
Image of House

October 27, 2021

Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: After years of dutiful payments, you find yourself in the enviable position of having Read More...
Snowbirds shows sand hand on beach.

March 6, 2021

Roughly 6 percent of retirees in the U.S. now split their time between two residences. Here are some considerations for buying a second home. Read More...
What You Need to Know Before Refinancing Your Home shows a couple sitting on the floor against a sofa while looking at a laptop.

May 7, 2020

Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: Part of being a financially savvy veteran homeowner means knowing when it’s time to Read More...
Reverse mortgage photo depicts a knitted house sitting on a tree stump.

January 6, 2020

Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: A reverse mortgage is a loan that can provide the homeowner (i.e., the borrower) access Read More...