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  • Why Keeping a Mortgage to Save Taxes Doesn’t Make Sense

Why Keeping a Mortgage to Save Taxes Doesn’t Make Sense

Common logic in this country goes something like this: “Since I’m able to deduct my mortgage, I should keep it as long as possible, so

By Dan Funderburk|2023-07-06T11:34:36-06:00May 24th, 2023|Categories: Articles|Tags: interest rates, investment advice, mortgage, tax advice, Taxes|0 Comments
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  • UNaffordable Housing

UNaffordable Housing

“Owning a home is a keystone of wealth - both financial affluence and emotional security.” -Suze Orman Affordable housing has become a buzz phrase all

By Mike Berry|2023-05-18T10:07:08-06:00May 10th, 2023|Categories: Articles|Tags: housing market, inflation, interest rate, mortgage, real estate, saving|0 Comments
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  • Home Sweet Home

Home Sweet Home

I was drinking my coffee and crunching on a bagel the other morning. Deb was deep in the morning paper when she sort of gasped

By Mike Berry|2022-03-30T13:53:05-06:00January 19th, 2022|Categories: Articles|Tags: grand junction, homes, housing market, mortgage, real estate|0 Comments
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Legacy Wealth Management

Legacy Wealth Management’s roots go back to 1986 when Mike Berry opened the door to his financial planning practice in Grand Junction, CO

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This communication is strictly intended for individuals residing in the states of Alaska, Arizona, California, Colorado, Florida, Idaho, Illinois, Iowa, Kansas, Louisiana, Maryland, Michigan, Minnesota, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, North Carolina, Oregon, Puerto Rico, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin and Wyoming. No offers may be made or accepted from any resident outside the specific states referenced.

Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Legacy Wealth Management and Cambridge are not affiliated. Cambridge does not offer tax advice. Fixed insurance offered through Legacy Wealth Management, LLC.

Cambridge’s Form CRS (Customer Relationship Summary).

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