Generally, the Internal Revenue Service doesn’t care who you sell your house to. Whether it’s going to your son, your second cousin or a stranger, you’ll pay the same taxes and get the same treatment. However, there are a few special situations where the IRS takes a more careful look. Generally, if you’re setting up […]
Family
Why A Baby Boomer May Want To Downsize
Did you know that boomers will turn 65 at a rate of about 8,000 a day for the next 18 years? That’s a lot of American homeowners who are reaching retirement age and starting to think about their next phase in life. If you or your parents fall into this category, it could be a […]
4th Annual Mouse Races Charity Event for Lydia’s House!
Nora Mosby, Family Advocate & Immigrant Specialist and Lisa Moseley, Program Director for Lydia’s House join Doug Haldeman, Scott Shafman, and Jason Jacobs of Cornerstone Mortgage to announce their 4th Annual Mouse Races Charity Event! Lydia’s House is a transitional housing program for women and children of domestic violence. It’s a confidentially located safe home for women who can […]
The Top 37 Things You’ll Regret When You’re Old
Today in studio Doug and Tammie discuss 37 things you’ll regret (if you don’t do now) when you’re old. Listen in, check out the list below, and share this blog post with your Facebook friends!
4 Scenarios to Determine if You are a Risky Borrower
As a loan originator, when you are evaluating the risk of a borrower there are four major scenarios that raise a red flag when it comes to the credit worthiness and risk assessment. On today’s show Doug and Tammie discuss four scenarios to determine whether or not you are a risky borrower and how you can improve your chances.
Team Weber Launch Party Announcement
Team Weber Launch Party Raising Sails Marketing Saturday, August 8, 2015 from 2pm to 5pm
Happy Father’s Day
Adrian Kleeschulte, Senior Loan Officer at Cornerstone Mortgage joins Doug on today’s show to share some of their favorite moments of being a dad.
The 12 Best Ways to Make Extra Money
Hi everyone! Guess where I just came back from? Ireland! It was such an amazing trip! It took us 16 months to save enough money in our vacation account, but all that scrimping and saving was totally worth it! I’ll be sharing pictures soon… The only downside was that we went a little over on our entertainment budget (about […]
Is An ARM (Adjustable Rate Mortgage) The Right Loan For You?
Is an ARM (Adjustable Rate Mortgage) the right loan for you? Some think that interest rates aren’t low enough to justify refinancing. However, don’t miss the opportunity that an ARM may present. Moving to a 15 year fixed is popular because the interest savings can be big. With the lower interest rate comes a much […]
10 Quick Tips for Financial Planning Together
Doug and Tammie talk about finances quite often and wanted to share 10 quick tips they always follow for financial planning together: 1. Set priorities and specific goals. don’t assume you both have the same goals without discussing them. 2. Discuss values. Sometimes differing values make agreement on goals difficult. When one person wants to spend […]