Mortgage Planning Resources

All Mortgage Planning Resources

Explore our collection of mortgage planning articles and strategies

A Discussion of "11 Reasons to Carry a Large Mortgage"

Dive into the financial depths with us as we dissect Ric Edelman's provocative '11 Reasons to Carry a Large Mortgage' in this riveting blog post.

Is a Mortgage Getting in the Way of Retirement?

Delve into how your mortgage interacts with your retirement plans and learn how to navigate these financial crossroads with confidence.

Fixed-Rate Mortgage vs ARM

Grapple with home loan choices? Dive into the nuances of Fixed-Rate and Adjustable-Rate Mortgages to shape your future financial landscape.

Aligning Financial Goals with Mortgage Strategies

Revamp your financial future by harmonizing mortgage strategies with your goals - delve into a Mortgage Fitness Check Up and see the difference!

Helping Clients Get “UnStuck”

Escaping the quicksand of high-rate mortgages despite lower income: Learn how to leverage Assets as Income to untrap clients from financial burden.

Five Things That Impact Your Credit Score

Navigate the maze of credit scores with our guide, revealing the key factors influencing your financial standing and the cost of borrowed money.

Cost of Waiting for Buyers

Stand by no more! Learn how postponing your home purchase could potentially set you back over $100,000 due to rising home prices and interest rates.

How Does Divorce Mortgage Planning Benefit Divorcing Military Spouses?

Navigate the complex terrain of divorce and mortgages for military spouses, equipped with the expertise of Certified Divorce Lending Professionals (CDLP™).

The Third Side of Your Client's Balance Sheet

"Explore the untapped potential of the third side of your client's balance sheet - their real estate asset - and uncover strategies to manage it effectively ...

How to Understand the Annual Percentage Rate (APR) on Your Mortgage Loan

Demystify the complexities of your mortgage's APR with this illuminating guide, shedding light on the hidden costs and unknown facts.

The Borrow Smart ™ Scenario Desk is Open

Immerse yourself in the art of smart borrowing with our Scenario Desk—your ally in navigating the complexities of liability management and wealth creation.

How to Keep your Clients invested in the Financial Markets while paying cash for a New Home

"Outmaneuver the frenzy of today's real estate market, secure your dream home with cash, and maintain a robust investment portfolio with our insightful strat...