Annual Mortgage Reviews

Business Handshake

Typically, I like to do an annual mortgage review with my clients if I believe my services can be beneficial and save them money. You may wonder if it’s a good time to have your mortgage reviewed as well. I’ve compiled a list of circumstances that would warrant a discussion with a lending professional to talk about financial goals and what to do next.

  1. A recent change in family status such as a new baby, recently married, divorced, etc.
  2. A change in employment or income.
  3. A need to set funds aside for a major event such as a wedding, college education, trip or major purchase.
  4. A review with your financial planner has shown you need to earmark more funds to retirement to reach your goals.
  5. You plan to move to a different home in the next 1-2 years.
  6. You have finished or are planning a home improvement project.
  7. Analyzing the possibility of dropping mortgage insurance if applicable.
  8. Interest in purchasing an investment property or second home in the near future.

Contact me today and we can discuss your options and what is the best decision for your life!

Advertisements

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s