Tax Day is quickly approaching! Many employers have already released their 2022 tax forms therefore allowing employees to get a head start on filing. There are many online services that guide you through your taxes (some are even free!), so it’s a great idea to get started as soon as you can and not put…
Purchasing a home is more than just a transaction. The desire to become a homeowner stems from a goal to achieve the pride of homeownership, the benefits that come from home value appreciation, and the opportunity to leave a legacy and build wealth. Your home is a place where memories are made; you are surrounded…
It’s the holiday season again – it’s hard to believe how quickly it comes around each year! Oftentimes waiting until December to start planning holiday festivities, including meals and gifts, is too late. It’s easy to lose control of your spending during this time of year. Here are some ideas for designing your holiday budget…
The mortgage industry has been hard to keep track of over the last couple of years, with various economic factors at play, including the continued effects of the COVID-19 pandemic and rising inflation. There are different considerations for different types of buyers in any market; do you want to know about fixed and adjustable mortgages…
We understand that sometimes the road to homeownership can be challenging. That is why my team and I work hard to try to find solutions for every one of our clients to be able to buy the home they want at a price that works for their financial picture. When the down payment is the…
Do you have your eye on living in San Francisco, but don’t have a car? That’s okay! There are many genuinely viable alternatives to driving throughout the Bay Area, but it’s helpful to understand what they are and how to stay safe. If you’re interested in living without a car in the area, here are…
Investment Tools Trending Today The evolution of financial planning and investing is happening at breakneck speeds. Our parents’ investment tools, portfolios, and advisors are quickly replaced with online tools that almost gamify the process. So what investment tools are trending today? Here’s a look at six investment apps. Betterment Founded in 2010 because of the…
Getting Your Finances in Line for 2019. What resources exist in WNC to help our residents create a better financial picture for the future?
Refinance your mortgage and save As 2016 summersaults into summer, homeowners continue looking to lower their monthly house payments or save a bundle on interest. It’s been an interesting year so far. Is it possible to find a little windfall if you refinance your mortgage right now? If you’re in the market to produce extra…
Save money on energy while preserving vulnerable earth resources. To say that West Asheville is a liberal bastion is the same as saying that Asheville is a beer town. In other words, “duh.” So energy conservation and saving the environment are high on the list of priorities for people in the mountains of Western North Carolina.…