Jerry is looking to refinance after a COVID-19 disruption Jerry has been a self-employed HVAC technician for over 15 years. His stated annual net income before COVID-19 […]
Closing a deal after temporary loss of employment
All posts by Home Trust
Road to Better Credit: Avoid applying for too much credit
Read part two of our four-part Road to Better Credit series to learn why you should avoid too many credit applications.
Road to Better Credit: Understanding credit scores
One of the first steps to improve your credit is understanding your credit score and what goes into determining it. In this post, the first of our […]
Tools to help you deliver an amazing customer experience
As we mentioned last month in the first half of our series on customer experiences, outstanding customer service is a key component of the customer experience. In-depth […]
Why should financial advisors focus on offering an amazing customer experience?
One of the core values we hold dear at Home Trust is “amaze them every time.” It governs the way we work together and provides a guiding […]
Empty nesters want a comfortable retirement, but can they afford it?
In the last of a five-part series on retirement, we learn about empty nesters who want to know if their nest egg is large enough for all their financial goals.
For a single dad with two kids, having a roadmap for the future is key
In the fourth of a five-part series on retirement, we learn about a single dad who needs to secure a future for himself and his two boys.
Newly self-employed single woman forges a new path to financial wellness
In the third of a five-part series on retirement, we learn about a woman who had to adjust her retirement plans after being downsized.
Case study: Mid-life working couple strive to reduce debt
In the second of a five-part series on retirement, we learn about a couple who are starting to build their retirement plan after years of travel.
Case study: Millennial couple Dustin and Anna are planning now for their future
This is the first post of a five-part series on retirement planning and financial wellness for different life stages and family circumstances. Dustin and Anna* represent a […]
