March signals the beginning of homebuying season, but before scrolling Zillow, open houses, and finding a real estate agent, let’s discuss things you need to implement.

If one waits for 5% mortgages, there are considerable opportunity costs. Potential homebuyers should prepare to act by utilizing these tools and best practices.   

Or Not!

MA House Speaker Ronald Mariano explains how MA legislature failed to pass an economic development plan which included changing outdated estate tax laws that just days before had the support of both the Democratic Senate and House, in addition support from Republican Governor Charlie Baker.

This month celebrates those caring for their young children and aging parents simultaneously - Sandwichers.

Action items based upon the old adage “Inflation rewards debtors and hurts creditors”.

May be good reasons to change jobs or quit, best to remove emotions and seek validation before resignation.

Technology and legislation are removing procrastination from developing your holistic estate plan.

Turn down the hyperbole, 2020 offered great opportunities to refinance, save, invest, WFH, and focus on your why.

CARES Act legislation impacting 2020 tax laws, provisions and deadlines. 

Big picture opportunities for 3 RE’s: Refinance, Rebalance and Reset.

A plan is not a buy-and-hold investment, it needs to be dynamic as you evolve.