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Net Worth

If you’re planning changes to your home, its original blueprint is invaluable. Similarly, as you evaluate changes to your financial strategies, your net worth…

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Know Before You Owe

June is National Homeownership Month. This presidential decree is meant to commemorate how homeownership enhances our lives, contributes to thriving communities, and builds personal…

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Time to ReFi?

When Sente Mortgage was founded in October 2007, the average rate on a 30-year fixed-rate mortgage was over 6.25%. Since then, things have changed…

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Solving Your Financial Puzzle

The financial world is more complicated than ever before. Having a team in place that can contribute their expertise and that understands your personal…

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Take a Financial Day

Between work, school, family, and life, leaving our financial business to the weekend may mean it doesn’t all get done. Or, if we do…

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CPAs and Financial Planners

Making sure your financial plan is in good shape is more than just keeping up with your bills and ensuring your credit report is…

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Net Worth Annual Report

In business, we see annual reports all the time. They enable companies to give shareholders and stakeholders information about their financial performance. Have you…

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Savings Quiz

Do you realize that the current national average savings yield is .06% APY? This means consumers are only earning $6 for every $10,000 saved!…

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Budget Quiz

We have a saying around the office: “What gets measured gets done.” However, in looking for ways to assess the practical application of budget…

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