• Client meeting advisor about their mortgage
    Home Ownership

    Time to renew or refinance your mortgage?

    If your mortgage is coming up for renewal, consider all the factors that will affect how it can meet your current and future needs.
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  • Family moving into new home
    Home Ownership

    Making the move to your next home

    Buying a home the second time around (or third, or more) is definitely easier, but even then there are still things you’ll need to consider and think about.
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  • Family on deck at a vacation property
    Home Ownership

    Vacation property and your legacy

    Enjoy worry-free time away after developing a strategy to deal with capital gains taxes, property ownership, and control of your vacation property.
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  • Older couple meeting with financial advisor
    Home Ownership

    Leveraging the equity in your home

    Your home is likely your most valuable asset. You can leverage the value of your home equity as a tool for building your wealth.
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  • Couple working on renovation plans
    Home Ownership

    Financing your home renovation project

    A home renovation, no matter the size or scope, can add value to both your home and your home life. Here’s what you need to know and plan for.
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  • Extended family at home
    Home Ownership

    Helping Your Kids Buy a Home

    You can help your kids out with buying their first home, but make sure your good intentions don’t turn into family conflict, tax headaches, or legal battles.
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  • Couple relaxing after unpacking boxes in their new home
    Home Ownership

    Quick tips for first-time home buyers

    Thinking of buying your first home? One big hurdle is getting your down payment together. Here’s how you can get started.
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  • Couple looking out window
    Home Ownership

    Ten steps to buying your first home

    Buying your first home is one of the most exciting and nerve-wracking things you’ll ever do. Here are 10 steps to make it easier.
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  • Grandmother, daughter and grandson outside home
    Home Ownership

    Buying a home with help from your parents

    Buying a new home for the first time can be a scary and trying process. Sometimes you might need a little parental guidance – and financial assistance.
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BlueShore Financial, Financial Advisor, David Lee

David Lee

Financial Advisor

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