Thinking about refinancing your mortgage? Bridget and John dive into the pros and cons of refinancing and help you determine if it's the right move for you. Join us as we discuss adjustable rate mortgages (ARMs), the benefits of a fixed 30-year mortgage, and key considerations when deciding whether to refinance. If you found this video helpful, please give it a thumbs up and hit that subscribe button. And be sure to check out the Alliance of Comprehensive Planners for more f

With the presidential election approaching, there's a lot of speculation on how it might impact the stock market and your investment portfolio. Join John and Bridget as they delve into the historical data, analyze patterns, and provide insights on what (if anything) you should do with your portfolio during these uncertain times. Make sure to subscribe, as we aim to reach 1,000 subscribers and bring you more valuable financial planning insights! #FinancialPlanning #StockMarke

In this episode of FTFP, John and Bridget dive into the advanced strategies of using donor-advised funds for charitable giving and tax planning. They discuss the concept of "bunching" charitable contributions, controlling future investments, simplifying tax situations, and promoting the feeling of giving back. They also explore the benefits of involving family members in charitable decisions and the flexibility of donor-advised funds in supporting various causes. Join John an