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Should I Refinance My Mortgage? Considerations And A Case Study.

Should I Refinance My Mortgage? Considerations And A Case Study.

Are you considering refinancing a mortgage given the current interest rate environment?⁣⁣⁣ ⁣⁣⁣ In this video, I break down some considerations when looking at a refinance, including a unique case study as an example.⁣⁣⁣ ⁣⁣⁣ The most significant factors when looking at...

Should I Pay Down Debt Or Invest?

Should I Pay Down Debt Or Invest?

There's no shame in having some unavoidable debt in your 20s and 30s. However, it's CRUCIAL to build a financial foundation of strong personal finance habits in order to advance to the next step of your financial life -- wealth accumulation. Until you have an...

Should You Buy That Annuity? Don’t Make This mistake!

Should You Buy That Annuity? Don’t Make This mistake!

One of the BIGGEST financial decisions anyone can make is evaluating giving up a lump-sum of cash in exchange for a guaranteed income stream.⁣⁣ ⁣⁣ It’s crucial to evaluate these options from a mathematical standpoint — making assumptions for how long you anticipate...

Three Strategies You Can Take Advantage of During a Bear Market

Three Strategies You Can Take Advantage of During a Bear Market

Even if you're not dependent on your investment portfolio, losing money (even if only temporary) is never fun. Fortunately, there are strategies you can take advantage of to lessen the impact of a bear market and *hopefully* set yourself up for success when markets...

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