Savings Corner

APRIL 4, 2024

Key takeaways Refinancing replaces your current mortgage with a new one, adjusting the rate, term or both. With refinancing, you can change the loan type as well as your lender. Here’s how refinancing a mortgage works, the common options available to you and pros and cons to consider. What is refinancing?

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Refinancing Work Debt Financial Goals 52

Savings Corner

DECEMBER 24, 2023

Financial planning is any type of strategizing around the financial aspects of your financial life. These areas range from the basics such as budgeting to more complex areas such as saving and investing for retirement as well as estate planning for the distribution of your assets. What is a financial plan?

Goals 52

Goals Debt Taxes Insurance 52

Family Balance Sheet

FEBRUARY 19, 2022

Today at age 50+, I still optimize our cash flow, but my focus is shifting towards saving with our daughters’ future education costs, building our net worth, and planning for our retirement years. We have been in our home for over 20 years and I’ve refinanced for better rates at least five times, mostly for free.

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Office Family Finance Kids and Family 130