Tag: Refinancing

Don’t Make These Common Mistakes When Refinancing for a Lower Rate

Avoid making these common mistakes when refinancing for a lower interest rate

Interest rates have hit the lowest they’ve seen in decades and homeowners everywhere are saving money on their mortgage payments.

Some are even tapping into their home’s equity at low rates. 

It sounds great, but refinancing isn’t a one-size-fits-all approach. …

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2022 Tax Document Information

As a Base Wealth Management client, you should receive your paper tax documents via mail in the coming weeks. Or, if you previously had an online account with Pershing’s NetX360, you should be able to access your 2022 tax documents through that portal. 

If not, or if you experience any issues, please reach out to Tim O’Brien (tim.obrien@intervestintl.com).

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