HelpUinvest.com

Lorisa M. McKelvey, CMPS®

Certified Mortgage Planning Specialist

"During these historic financial times, it is imperative that you seek real estate financing advice from someone who can guide you in the right direction. Someone you can trust to be professional, competent, and always put your financial goals first."

"As a Certified Mortgage Planning Specialist® I help my clients achieve financial freedom, build wealth and experience their life dreams. I do this by implementing intelligent mortgage, cash flow and home equity strategies."

Click On Each Topic To Download The Corresponding News Article In PDF Format:
~ Understanding the Higher Loan Limits
~ Policy Statement on Mortgage Industry Reform
~ The Fed and You
~ Understanding the Role of the Fed in Today's Credit Crisis
~ Saga of the US Mortgage Industry

Click To Download The Following:
1). Buying a New Home
2). Refinancing a Mortgage
3). Reducing Debt
4). Prepare for Retirement
5). Preparing for your Children's Education
6). Changing a Job or Career
7). Starting or Selling a Business
8). Financial Strategies for Divorce Situations
9). Improve Personal Cash Flow
10). Shopping Around for a Mortgage
11). Improving your Credit Rating
12). Why CMPS?
13). Saving Money on Taxes
14). Financial Advisors
15). Media Professionals
16). Realtors and Builders
17). 20 Terms You Must Know
18). Caring For Elderly Parents
19). Investing in Real Estate
20). Buying a Vacation Home
21). Mortgage Planning Process
22). How to Safely Manage Home Equity

IRS Publications

These are the IRS publications that we discuss most often:

A. 523 - Selling Your Home:

http://www.irs.gov/pub/irs-pdf/p523.pdf

B. 527 - Residential Rental Property:

http://www.irs.gov/pub/irs-pdf/p527.pdf

C. 530 - Tax Information for First Time Home Owners:

http://www.irs.gov/pub/irs-pdf/p530.pdf

D. 936 - Home Mortgage Interest Deduction:

http://www.irs.gov/pub/irs-pdf/p936.pdf

E. 950 - Introduction to Estate and Gift Taxes:

http://www.irs.gov/pub/irs-pdf/p950.pdf

F. 504 - Divorced or Separated Individuals:

http://www.irs.gov/pub/irs-pdf/p504.pdf

G. ECONOMIC GROWTH AND TAX RELIEF RECONCILIATION ACT OF 2001:

http://www.irs.gov/pub/irs-utl/egtrra_law.pdf