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Year: 2023

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Things every accountant should know, Things Every Financial Planner Should Know, Things Every Realtor Should Know

Jonathan Success Story: Maximizing His Investment Portfolio with the Right Mortgage

January 9, 2023February 2, 2023Debra Cooley-Guy

Jon is 37 years old and looking to build up his investment portfolio. He had his eye on a bigger home for himself and his family, but he was hesitant to make the leap. He had a great rate of 2.25% on
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Things every accountant should know, Things Every Realtor Should Know, VA Loan

How to Get a Mortgage in 2023: The Perfect Year to Buy a Home

January 4, 2023February 2, 2023Debra Cooley-Guy

Are you on the fence about buying a home and getting a mortgage in 2023? It’s understandable – purchasing a home is a huge decision, and it’s natural to feel indecisive or hesitant. But while it’s important to carefully consider all of
Read More

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