Are you looking to purchase a home but worried about the housing market and higher mortgage rates? In this episode, we welcome back Nathan Steiner, NMLS #771054, Senior Vice President of lending with Guaranteed Rate. Nathan has over 20 years of lending experience and understands the unique challenges buyers and agents are facing in the current rate environment. Melissa…
In this episode we share a replay of A Word On Wealth Podcast, hosted by Sherri Stephens, President and CEO of Stephens Wealth Management Group, with guest Melissa Joy, founder and President of Pearl Planning. Together they discuss the “ins and outs” of purchasing a second home. Thinking about becoming a snowbird? Not sure where to start? Take a…
Are you planning to relocate or downsize? Whether you are purchasing a home or renting, there are several costs you want to consider when planning to move. In this episode, Melissa Fradenburg, CDFA®️ will discuss why it’s a good idea to build up cash reserves prior to moving and what additional costs you should consider…
Are you shocked at how quickly mortgage rates have increased? Are you looking to purchase a home but worried about the housing market and higher mortgage rates? In this episode, Melissa and Jay Fradenburg discuss the current mortgage environment with Nathan Steiner, NMLS #771054, Senior Vice President of lending with Guaranteed Rate. Nathan has over 20 years of lending…
Did you know there may be a check, bank account, or inheritance out there that is owed to you? All you need to do is claim it! Maybe you double paid a medical bill. Did a relative leave you money when they passed and you never knew about it? In this episode, Melissa Fradenburg and…
Dealing with the challenges of safe and appropriate housing for aging parents with a diminished capacity can be extraordinarily challenging. Our guest today is Caroline Gaynor, an investment professional at Avantis. Caroline has personally experienced the need to help her mom change her home, first to Caroline’s house and then to an assisted living facility….