Refinancing Your Mortgage
September 1, 2021
Should I refinance my mortgage?
I've had quite a few people ask me if they should refinance their mortgage. Here's four things that you should know before making the decision to refinance.
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If a family is already planning to give generously, it makes sense to understand whether the gifts can be structured more efficiently. Rob explains how the timing of charitable contributions can make a meaningful difference.
Rob explains how a cash balance plan can create additional flexibility for the right business owner while still requiring careful coordination and long-term planning.
Rob shares how coordinated planning helped one family restructure a highly appreciated rental property, preserve rental income, create substantial liquidity, and support meaningful charitable goals.
