Income Tax and Financial Planning Considerations in Mortgage Financing

Matthew C. King, CFP® |
Emerald GEMs

April 6, 2021—Before you decide how much to borrow for your home purchase, consider the role a mortgage can play in your overall wealth plan. With strategic mortgage financing, you could potentially enjoy certain tax benefits or perhaps leverage investment opportunities that you may otherwise miss.

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Using Strategic Financing to Help Work Toward Achieving Your Wealth Transfer Goals

Charlotte G. Philips |
Emerald GEMs

February 23, 2021—Customized financing solutions can play a significant role in your wealth plan. In fact, an estate or succession plan that includes appropriate borrowing strategies can help preserve a family’s legacy and enable a more efficient wealth transfer from one generation to the next.

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Unlock the Borrowing Power of Your Portfolio

Jon D. Coppola |
Wealth Planning

Finance today’s needs without sacrificing tomorrow’s goals. A sudden need for significant funds arises—where should you turn?One strategy can be leveraging the assets in your portfolio to access liquidity.What do you need to know about using your holdings as collateral?We sat down with Jon Coppola, director of Private Banking at Wilmington Trust, for the skinny on potential rewards and risks of this complex yet engaging space.

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