Independent Financial Planner vs. Big Bank Advisor: What Most People Never Hear (But Should)

Toni Taylor Gozza

Published on: 26/11/2025

Independent vs big-bank financial planners: what really changes your money advice? Learn the differences and watch Toni’s interview with Frank Rekas

Investor Loans (DSCR)Rate & Market UpdatesCredit & Affordability Tips

Retirees Are Using This Real Estate Strategy to Beat Inflation (Here’s How)

Toni Taylor Gozza

Published on: 25/11/2025

Retirees in FL, GA & SC are using real estate to fight inflation. Learn how rental income, downsizing, and equity access can help your money go further.

Rate & Market UpdatesCredit & Affordability TipsReverse Mortgage / Aging in Place

The Hidden Tool Every Investor Should Know: How DSTs Help You Defer Capital Gains (and Save a 1031 Exchange)

Toni Taylor Gozza

Published on: 19/11/2025

Learn how DSTs help investors defer capital gains, save 1031 exchanges, and create passive income. Simple guide with insights from expert Jennifer Sotelo.

Self-Employed & Non-QMInvestor Loans (DSCR)Rate & Market UpdatesCredit & Affordability Tips

Should I Pay Off My Mortgage Before I Retire? (The Answer Might Shock You)

Toni Taylor Gozza

Published on: 18/11/2025

Thinking of paying off your mortgage before retirement? Discover the pros, cons, and why keeping it might actually boost your flexibility and long-term income.

Rate & Market UpdatesCredit & Affordability TipsReverse Mortgage / Aging in Place