Spent time with clients recently who had fallen 4 months behind on their 2nd mortgage (1 month behind on their 1st). After reviewing client's finances, we found a missing opportunity together. Like many clients, this couple received a large tax refund each year, but had trouble paying bills currently. Clients will adjust their W4 at work to increase their take home pay substantially. As a result, paying their bills will become much simpler. Additionally, by calling their lenders together, we were able to lessen their foreclosure risks, and forge a path toward becoming current on their home loans!
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