Author - Jonathan

Happy Memorial Day!
Wishing you and your family a safe and happy Memorial Day!
And an extra special thanks to those who’ve served and those who are serving us now.

Wishing you and your family a safe and joyful holiday!

Its December already and we know you’re busy in the holiday season but here a few tips for you!
Many people have unclaimed money – here’s a link to a site that help you find the link to your state site to do a free search of potentially unclaimed money you might have overlooked! 🤦‍♂‍
https://unclaimed.org/
Its the season of giving so make sure you make your charitable contributionS for the year by the end of the month 🙂
So stay warm and remember its a festive time so don’t get too stressed shopping and planning that you forget to enjoy a hot chocolate and ugly sweater with friends and loved ones!

Happy Thanksgiving 2019!
We wish you and your family a day full of good food and good times. And remember take the time to give thanks for the little things 🙂
🦃

We thank all those who served and are serving!
Thank you for your duty!
Happy Veterans Day!

November is here and fall is too 🍂
Here’s a few tips to get you ahead of the game!
Remember November 3rd we roll back the clock – at least you’ll get an extra hour of sleep 😴
If you have a work based HSA account that expires at the end of the year then make that dentist or doctor appointment you’ve been putting off 🩺
If your finances have changed recently, make sure to do some year-end tax planning to minimize your liability.
Now we all know the holidays are coming, so maybe you want to rest at home before it all starts. New to streaming is a fun holiday animated film Klaus and for the adults the Irishmen maybe the next classic (at least you hope so its clocking in at 3 and ½ hours 🥱
Remember rates are still much lower than even a year ago! So if you’re thinking about purchasing a new home or want to see how much you can save by refinancing reach out to us today for a free consultation!

Here’s your market watch for the week of August 19th.
The stock market swings reflect uncertainty, especially globally. However, we are seeing mortgage rates at their lowest point in nearly three years. Refinances as a result are up. If you are considering refinancing contact us today and we can see if refinancing makes sense for you!

Save from room for dessert! 🍰
Because we are introducing our new AI based funnel app.
It’s optimized for phones but works equally well on computers.
What does it do? Gets LEADS!
Message us or call 310-446-0246 for info

It the last day of July

If you’re looking to sell your house quickly here are 3 keys
1. Set the price right (obvious but we have to say it)
2. Make sure its stage ready (have it clean, lawn mowed)
3. The time of year is important spring and summer is the prime selling season