Loan Advisor Alysse

03/09/2022

Whether you've been investing for years or are just starting out, here are some tips on how to begin.

Here’s a look at the eight easiest investment paths you should consider during your 20s.

03/02/2022

Do you have kids? Set up their financial future with a 529 savings plan! This investment account can grow tax-free, helping to save them more money on future student loans.

03/02/2022

You don't have to be a millionaire to learn from their financial habits.

The wealthy share habits that anyone can replicate

02/09/2022

What is this new strategy and how can it help you meet your financial goals?

A portfolio of stocks and bonds used to be the gold standard, but it just doesn’t cut it anymore. It’s time to throw some alternative investments into the mix.

02/02/2022

By altering your everyday routine, you can save more money to put down toward an emergency fund. Here are four ways to do so:

Make your own coffee at home and forgo stopping at Starbucks
Make a meal plan and only buy the ingredients you’ll need for it that week
Cut ties with your gym membership and get outside to hike, walk or run
Set automatic bill payments to avoid paying any late fees on missed payments

02/02/2022

Rachel Rodgers shares the insights that helped her completely change her financial life.

How she went from six figures of debt to self-made millionaire.

01/28/2022

One of our recent clients, a full-time remote employee, was looking to sell his condo in snowy Colorado and relocate to the sunny state of South Carolina. When he initially bought the condo, he didn’t receive the correct advice, information, or support. So this time around, he was referred to talk with one of our Loan Advisors. While buying his new home, the client was prompt with delivering documents and curious to learn more from the Loan Advisor about why they needed certain documents and the next steps in the process. Our Loan Advisor could see the borrower’s previous experience had left him feeling unsure about the mortgage process, and he was happy to provide the information he needed. The client truly appreciated our Loan Advisor and his team’s patience, guidance, and openness while explaining the mortgage process. The borrower doesn’t understand how anyone would go through this process without professional help, and he promises to champion the team that did so much to help him.

01/26/2022

Not sure which direction you need to go in when selecting the right loan product for your situation? Let's discuss all of your options today!

01/26/2022

If you're looking for new ways to make money in the new year, you're not alone.

I will walk you through a few different low, medium, and high-risk money-making strategies in this guide that you can implement in your life.

01/19/2022

What is your financial goal for 2022? Comment below!

01/19/2022

Take a look at this list for some fresh ideas to jump start your finances.

Ready for a fresh start? Here's your guide.