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Helping you to reframe your financial decisions with foundational know-how.

Should you choose Roth or traditional 401(k) contributions?
Mortgages
Gabriel Katzner

Should you choose Roth or traditional 401(k) contributions?

Many employers offer Roth and traditional 401(k) plans to help their employees save for retirement. These individual retirement accounts (IRAs) are funded using payroll deductions. Understanding the similarities and differences

new-house-keys-composition-with-papers
Mortgages
Gabriel Katzner

Buying a Home: A Good Financial Strategy?

Everyone hates to throw away money, and it feels like you are when you pay rent each month, but how much home equity are you actually building when you buy

stamped-paper-form-mortgage
Mortgages
Gabriel Katzner

Should I Refinance My Mortgage?

Jessica and James are a young couple who live in St. Louis, Missouri. They purchased a home seven years ago for $575,000. They made a down payment of $120,000. They

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Mortgages
Gabriel Katzner

What is a Reverse Mortgage?

Omar and Li are both 67 years old. They own a beautiful three-bedroom home in Santa Fe, New Mexico. Their three children all live at least two hours away, but