Strategic Tax Planning for the New Year

Strategic Tax Planning for the New Year

As 2023 winds down, it’s time to gear up for a financially savvy start to the new year. Tax planning is more than just paperwork, it’s a roadmap to secure your financial future. To help you navigate this landscape, here are some essential tips to consider as you step...
What‘s Your Financial Health Looking Like?

What‘s Your Financial Health Looking Like?

It’s financial literacy month, which means it’s time for a financial health check! It’s no secret that everyone’s been impacted by the cost of living and interest rate increases, so here are some steps you can take to help manage debt and achieve your financial goals....
Back to School on Mortgage Renewals!

Back to School on Mortgage Renewals!

Ready to navigate the renewals maze and secure the best deal for your home? As your mortgage renewal date approaches, you’re faced with the pivotal choice: stay loyal to your current lender, explore new horizons by leaving, or dive into the realm of refinancing....
New Build? New Mortgage Qualifications!

New Build? New Mortgage Qualifications!

Let’s talk about new builds for a minute. Not fully-custom homes but just about everything else. We’re currently seeing a shift in the market, specifically with new builds. Here’s what you need to know to qualify for your new build! Buying a new build home is an...
The Benefits of Short-Term Rental Properties

The Benefits of Short-Term Rental Properties

The popularity of short-term rentals has been increasing over the last decade as a way of building wealth and entrepreneurship, especially in tourist-heavy places. You’ve probably heard buzzwords like “Airbnb arbitrage” where people rent out the apartment that they...