From the category archives:

Wealth Building

Guide to Life Insurance

Every September is Life Insurance Awareness Month.  With many kids going back to school this month in Charlotte, it’s a great time for Homeowners to pause, look at what is really important, and consider if they have enough Life Insurance to protect the most important people in their lives. LIFE, a non-profit organization produced a Guide [...]

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15 Year Mortgages

The 15 year mortgage has become more popular since mortgage interest rates dropped.  An article in the Wall Street Journal gave some reasons why this is happening. With the low mortgage interest rates, many homeowners are finding that a 15 year mortgage is more affordable than previously.  In addition, for those homeowners that have been in [...]

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Life insurance and your home loan

Many home owners in Charlotte are conditioned to hate whole life insurance, however, I think it deserves a second look in terms of your home ownership and mortgage strategy. As a rule of thumb, consider a whole life policy equal to your mortgage balance. Here’s why: 1. You mortgage will always be protected. 2. You [...]

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A Better Strategy

Since the Great Depression, conventional wisdom said you should buy a house for both shelter and investment and pay off your mortgage as fast as you can.  No wonder many Americans store a large portion of their wealth within the walls of their homes. Unfortunately, many of those people have seen their wealth disappear. It’s [...]

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Using Life insurance in your Mortgage Plan

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