Refinancing Your Mortgage

In this episode, Dan Sipe and Ed Zurndorfer discuss the key factors that should influence your refinancing decision and help you identify mortgage financing tools that best fit your financial situation.




Episode 48: Key Things to Consider Before Refinancing Your Mortgage


Interest rates are at historic lows in our country. Real estate values are soaring. In such an environment, should you refinance your mortgage as you approach retirement?

In this episode, Dan Sipe and Ed Zurndorfer discuss the key factors that should influence your refinancing decision and help you identify mortgage financing tools that best fit your financial situation. They also explore useful tax planning tips that you can use before the extended tax filing deadline.


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“Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC.  Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Lee, Sipe & Associates, Inc. is not a registered broker/dealer and is independent of Raymond James.  Content represents the opinions of the speaker and not necessarily those of Raymond James.  Important Disclosure Information:  http://raymondjames.com/smicd.htm 

Refinancing Your Mortgage

Refinancing Your Mortgage