Strategy Guides

Take your financial confidence to the next level!

should you refinance your mortgage

Should I Refinance My Mortgage?

Should you refinance your mortgage loan? This has been one of the most popular questions I’ve helped my clients tackle over the last few months. When weighing the pros and cons of refinancing your mortgage, you should consider the following: How Long Do You Plan To Stay How Much Will It Cost When Do You Breakeven Should You Do A Cash-Out Refinance Alternatives To A 30-Year Mortgage


June 15, 2020 0
career kharma coding bootcamp

Career Transitions & Career Karma with Chad Crabtree

Chad is a non-technical team member at the quickly growing startup, Career Karma. Chad made a career transition to land his role and in some ways, it’s fitting as Career Karma helps users identify and review Bootcamp options to make career transitions into tech.  The Fallacy of Sunk Cost Remote Work Time Management Importance of Following Up Value of Clear Goals Career Karma’s Story Income Share Agreements (ISA) You can connect with Chad using the following…
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May 26, 2020 0
what to do with your old retirement account

What to Do With Your Old 401(k) Strategy Guide

You have how many old 401(k)s or retirement accounts?  It’s really easy to have multiple 401(k)s out there from previous employers and feel overwhelmed with keeping track of them.  Whether you have one or many accounts floating around out there, this guide will help you determine what your options are. Cheat Sheet Step 1.  Find Out Where Your Old Account is Held.   The easiest way to find this out is to check for an…
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May 26, 2020 0
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