SCENARIO: A frugal young couple had worked and saved diligently, investing wisely, and living within their means to someday purchase their first home. When the time came, their Realtor recommended they work with Warren Goldberg of Mortgage Wealth Advisors.
PROBLEM: Home values on Long Island appreciated significantly, causing anxiety over high monthly mortgage payments. Their substantial investment portfolio could be…
SCENARIO: This homeowner worked with Mortgage Wealth Advisors when he purchased his home two years ago. At the time, rates were higher, and her house has realized significant appreciation since she closed! Over the past two years, Warren Goldberg has stayed in touch with her, checking in from time to time, offering advice and assistance when he could.
PROBLEM: This…
SCENARIO: An elderly couple could no longer manage the stairs or upkeep of their large two-story home. After selling it, they hoped to purchase a small ranch near their children. Unfortunately, they didn’t qualify for a mortgage. Their son stepped in, offering to purchase the home and be the mortgage borrower on their behalf.
PROBLEM: The son turned to his…
SCENARIO: Sixty-two-year-old homeowner is retiring. He must remain in his home for another five to ten years before he sells and moves to a modestly priced retirement community in the south. Yet his income will drop from his $100,000 salary to just $40,000 per year.
PROBLEM: His retirement budget requires $80,000 per year cashflow, at least until he sells his…
SCENARIO: Borrowers were recommended to me by their real estate agent. These borrowers were purchasing a new home. Rates were rising and they were extremely anxious about their new mortgage payment. They informed me the maximum payment they could afford was $3,500 per month.
PROBLEM: These borrowers were purchasing a home at the maximum of their budget. The anxiety of…
The following article was written by Warren Goldberg, President of Mortgage Wealth Advisors, about the Top Five Mortgage Mistakes Divorcees Make. Warren was invited to write the article by Wendy Samuelson, Esq. of Samuelson Hause, PLLC. The article appears on their firm’s website.
https://www.samuelsonhause.net/blog/2024/december/the-top-five-mortgage-mistakes-divorcees-make
The post The Top Five Mortgage Mistakes Divorcees Make appeared first on Mortgage Wealth Advisors.
Twas the night before Christmas and all though the land,The real estate market was in need of a hand.New York had few properties, yet plenty of buyers.Whereas Florida had listings; more buyers were desired!
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Despite an exceptionally poor year of revenue and returns, the cannabis industry is still very much in its infancy stage with massive expectations for the next five years. While the greater economy continues to struggle, and the media pushes a fearmongering narrative of a hopeless industry, it’s more important now than ever to take a 30,000-foot view of what’s really…
