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Budget

20 Second Advisor: Time to Refi?

Mortgage rates have dropped in the last month to the lowest rates since 2016 (see chart below). At the same time, many homeowners have seen their home value increase over the last few years. Now could be an advantageous time to refinance your mortgage to pay down debt, renovate your house, get rid of PMI,…

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20 Second Advisor: Vacation Home – Rent or Buy?

vacation home

It’s summer time. And that means vacations. Families feel the draw of buying a 2nd home while they’re on vacation. On the trip to Florida, couples may think, “Wouldn’t it be great if we had a beach house?” Before you dig into the financials of buying a 2nd home, here are the top non-financial questions…

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20 Second Advisor: Make it happen in 2019!

It’s the most wonderful time of year.  That time when you gather with family, celebrate the holidays, and dust the cobwebs off your old budget.  But, seriously, I love this time of year.  We are looking into the new year and trying to guess/dream/figure out what we’d like to accomplish in 2019. Vision is the…

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I am saving for a trip to Mars

Elon Musk, founder of Tesla, estimates it would cost around $200,000 to travel to Mars. The privatization of space travel means that this could become a reality. On March 30, his space exploration company, SpaceX made a breakthrough when it successfully launched and landed the first ever reusable orbital rocket, the Falcon 9. Refurbishing and re-launching…

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Retirement mistakes to avoid in your 20s and 30s

  Are you a millennial? Retirement is probably the last thing you are thinking about. People in their 20s and 30s “go through more life transitions than at any other age – you’re getting out of college, you’re graduating, you’re getting a job, you’re changing jobs, maybe you’re starting a business, you’re getting married, you…

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Budgeting Trick That’s Easy To Implement

Let’s face it.  Budgeting is hard.  We sit down and make a budget on paper, but few people actually EVER follow the budget.  To me, the key to making a budget that’s sustainable is that is has to be easy, but also holds us accountable.  There are 100 different budgeting strategies and systems out there…

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