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A Scholarship Search Strategy for Parents

Date Published: September 2026 As a parent navigating the high school senior- college prospect scene for the first time since it was me in that position as a student, it’s like Pandora’s Box of chaos with an academia theme. For this month’s newsletter, I wanted to share an article that

The Baby-Chaser Migration: Where Boomers are Moving

Date Published: September 2026 About 25% of Baby Boomer households say they plan to retire near their children and grandchildren, according to housing research from Zonda. At the same time, moving closer to friends and family has become one of the leading reasons repeat homebuyers give for selling and relocating.

Back-to-School Sticker Shock

Date Published: August 2026 There is something about the start of a new school year that always feels like a fresh beginning. New teachers, new classrooms, freshly sharpened pencils and, of course, the annual trip to stock up on everything from notebooks and backpacks to shoes and lunch boxes.  But

The 1300 Mile Most Scenic Road Trip in America

Date Published: August 2026 Near the spine of the United States’ Continental Divide, there’s a highway that goes by many names—it’s been dubbed “America’s Most Scenic Road Trip” and the “National Park Highway.” Both are understandable monikers—after all, the route passes by no fewer than seven national parks, and an assortment

Loan Officer Training —Are You Teaching The Fundamentals of Great Lending?

Date Published: August 2026 The most successful loan officers recognize that every question is an opportunity to either build confidence or create hesitation. When we replace “Do you understand?” with “Let’s explore this together,” we communicate something far more valuable than information—we communicate partnership. One of the greatest misconceptions in

The Most Overlooked Mortgage Opportunity May Be Quietly Hiding

Date Published: June 2026 Most originators market to borrowers.  Very few market to life transitions. Research on aging populations consistently shows that housing decisions become increasingly interconnected with health, family caregiving, financial planning, and wealth transfer as people age.  The opportunity isn’t: “Can I help you get a mortgage?” The

Where are the Hotbeds of New Mortgage Activity These Days?

Date Published: May 2026 Based on 2025 and early 2026 data, the highest volume of new mortgage activity is concentrated in the South and West, driven by strong new construction, job growth, and high migration rates.  Top Cities for New Mortgage & Home Activity (2025–2026) Key Mortgage Trends & Hotspots Fastest

Mortgage Applications Are Rebounding — And So Is the War for Talent

Date Published: March 2026 After several challenging years for the mortgage industry, there are early signs that activity is beginning to pick up again. One of the clearest indicators is mortgage applications. Recent data from the Mortgage Bankers Association shows application volume climbing in recent weeks, with both purchase and