Life Planning

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Best Practices for Year-End 2020

As we approach the end of the year, it is prudent to review your situation and make sure that you have taken advantage of all that you can from a financial planninghttps://www.core-wm.com/financial-planning/ standpoint before December 31st, as well as be sure you are positioned well for the year ahead.  With that in mind, here are…

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How to Evaluate a Mortgage Refinance

With interest rates at historic lows, many homeowners are considering refinancing their current mortgage.  But making the decision to refinance or not can be tricky given the costs involved. Here are some factors to consider when considering a mortgage refinancing (“refi”). Is It Worth It?  The decision to refinance comes down to evaluating the benefit…

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How Today’s Spending Habits Impact Your Retirement

When helping people plan for their financial future, the overriding principle that governs the advice we give is to “control what we can.”, and one of the things we have the most control over is how much we spend and how much we save. For those that are preparing for retirement, so much focus is…

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