Author: Wayne Bell-Warren

Video

Mortgage Gimmicks Explained

Wayne Bell-Warren

As mortgage rates have surged to around 7% since 2021, lenders have employed creative strategies to attract borrowers. These include temporary buydowns, like Rocket Mortgage’s Inflation Buster program, which lowers the interest rate by one percentage point for the first year before reverting to the original rate. Cashback incentives, offering…

Categories: Education

5 Helpful Tips to Use in Your Retirement Planning 

Wayne Bell-Warren

Retirement planning is an essential aspect of financial security, ensuring you maintain your desired lifestyle even after you stop working. A key component often overlooked in retirement strategies is life insurance. Life insurance can be a powerful tool for retirement planning. Whole life…

Categories: Education
Video

Get a Jump Start on Your 2022 Taxes

Wayne Bell-Warren

As you’re finishing up your 2021 tax return, you may be thinking your tax work is done until next spring. But getting a jump-start on next year’s taxes can help you get organized, saving you time and money when April…

Categories: Education

Taxes, Taxes, Taxes

Wayne Bell-Warren

The April 18th tax filing deadline is almost upon us. It is a day that cannot come quick enough for some, and others wish would never arrive. Many people find themselves looking for last minute solutions to reduce their tax bill. There are not many, but there is one simple option that is often overlooked.

Categories: Education, Industry Ideas