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

The fed has signaled it may lower rates for the first time in over ten years later this week. Interest rates are at a nearly 3 year low and application activity is up. If you’re looking to cash out some equity or getting a new home loan contact us or apply online to get started ✅

We wish you and your family a fun and safe 4th of July! 🌟

It’s July and if you haven’t noticed summer is in full swing! 🏄‍♀️ (Make sure you enjoy it as it will be over before you know it it:)
Here are a few tips as we enter peak BBQ season: 🔥
1. Make sure you wait for the coals to get fully lit before you start cooking (that means they should have a layer of ash around them)
2. Get creative – did you know you can barbecue fruits and vegetables? BBQ peach with some balsamic vinegar is a tasty treat that will impress the hipsters! And of course you can always throw another shrimp on barbie 😋
3. Don’t forget to throw the buns on the grill! (but not too long just nice and toasty)

For your summer financial tips – make sure to check in on your yearly financial goals to see how things are coming. And if you’re out and about, you might want to pause the gym membership (many gyms offer this), the same goes for streaming services if you are too busy to watch them.

Now if you want to see some new shows that are streaming – in case you haven’t heard there’s a new season of Stranger Things coming to Netflix. And on Amazon there’s a new superhero show (for adults only!) The boys

Enjoy the summer and don’t forget to reapply the sunscreen 😎

Summer’s here ⛱ (maybe not officially but school’s out and the day’s are long!)
Here’s a couple of tips to get ready for summer! If you’re planning on hosting backyard bbq’s and parties, make sure your insurance covers accidents (and if you have a pool or trampoline make sure those are included too!)
And if you haven’t planned a summer vacation yet its not too late but you might want to consider off season destinations – if you can handle the heat there are deals to be scored in places like the Caribbean or desert areas.

Here are a few new movies to catch if you’re staying in or a rainy summer day.
Always Be My Maybe looks like a fun updated version of the classic When Harry Met Sally.
And a little later this month, there’s something for the fam with Ralph Breaks the Internet.

Happy Memorial Day!
Enjoy the unofficial kickoff to summer ⛱🚤
And remember to drive safely!