Remember during COVID when mortgage rates dropped below 3%? People were buying houses or refinancing like crazy. But now what? The housing market is in a freeze of sorts as there are simply not enough homes for sale. Homeowners are reluctant to give up a 3% mortgage only to turn around and buy a new […]

I’ve always been a big fan of Thanksgiving—maybe more than most. I look forward to the warmth of family time without the pressures of gift shopping, wrapping, and marathon holiday scheduling. Christmas is wonderful, of course, but it can feel like a sprint: closing out year-end business, juggling the kids’ school performances, tracking down gifts, […]

Be Brave! Or as a smart friend recently told me, “Scared money don’t make money!” I want to help you make money. To some of you, this current market pullback feels like you’re losing money. You’re not, unless you decide to sell. Provided you don’t have an emergency and need the cash right now, odds […]

ROBS: Rolling Over Your Retirement to Start a Business Dear Exit Wealth® Members and Friends, For you dreamers out there—certain you’ve got the perfect business plan if only you had the money to get it started—you very well may have the money you need… sitting quietly in your retirement account. And there’s a legitimate IRS-recognized […]