Time to Refi? What You Should Tell Clients
Of course, what might be an easy way to save money for some clients may be a poor choice for others regarding the most valuable asset most people will ever own. So whether they're looking to save money each month or girding themselves for a down payment and decades of expenses, clients need your help.
We asked advisors to share with us the topics they've been discussing with clients. Click through to see their takes, or