Blog Series

November 27, 2013

“Affordable Care for all Americans is a right, not a privilege,”

We are going to have to call Olivia Hope to fix the website/problem


November 27, 2013

When it comes to money on Black Friday, put your emotions on the shelf and let reason be your guide.


 Which would you prefer: short-term satisfaction of excessive material possessions or the long-term results of financial freedom and abundance?


With Thanksgiving just a few days away and the holiday season around the corner it may be hard to resist all the celebration and over-eating and over-spending (the debt gain that comes after the holidays). Since you did not fully implement this awesome guide f...

November 20, 2013

We would like to address your concerns as a homeowner.  If you have any questions for the banking industry in regards to the loan modification process, dual tracking, and principal reduction, you can submit your questions and concerns for Marie to address on her trip to Washington D.C.


Marie Deary, Senior Financial Advisor at Wealth Management Financial Advisors will be attending the Bank and Non-Bank Forum on Mortgage Servicing Complaince this week in Washington D.C.  Bankers, Servicers and governme...

November 15, 2013

Are you still in a recession or suffering from the effects of it?  “YES” if your bills are going up but your wages are not.

  • Home owners are still struggling with unsustainable loan modifications.

  • The average homeowner gross income is still about $45,000.00 per year

  • The average homeowner is still struggling with an unstainable mortgage payment.

  • Companies continue to cut costs (i.e,. hours cut, overtime pay cut, business closure, business relocated out of state/country).

More famili...

November 14, 2013

Dear Clients and Friends,


My name is Lourdes, a home preservation specialist as well as our marketing/outreach manager here at Wealth Management Financial Advisors.  You may have met me or spoken to me over the phone at one point or another in the past two years.  As a first generation Filipino American, the natural disasters of this past year have been especially upsetting.  My paternal grandparents originally hail from the near the affected areas.   Throughout my life, I have visited my parents’ ho...

November 12, 2013


Interest only (IO) 2nd mortgage loans and  equity lines of credit seemed like viable mortgage options when home prices were appreciating on a double-digit basis every year.  The interest only loan allowed borrowers the option of making no principal payments for 5, 7, or even 10 years. According to federal financial regulators, about $30 billion of loans are due to “reset” meaning that the loans will no longer be interest only and will now be fully amortized.


A larg...

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Ask Marie: That Could Trigger an IRS Audit?

June 25, 2016

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