Fraud Alert: If you receive a CP53E notice from the IRS, please go directly to irs.gov/account rather than using the QR code printed on the notice. QR codes can be easily created and used by fraudsters. For your security, we recommend typing irs.gov/account directly into your browser. Once there, you can sign in to your account or create an ID.me account and follow the instructions provided by the IRS. If you have questions or concerns about the notice, please contact the IRS directly.

TRANSCRIPT

(Kristen) Welcome to Money Matters at 7:57 with Justin Chastain. And, Justin, what should we consider when choosing a mortgage lender? Hot topic right now.

(Justin) For sure. Just like in any trusted advisor in your life, whether it’s in accounting, insurance, banker, make sure your mortgage lender is looking at your whole financial picture, not just saying, “Hey, I can beat this rate.” Well, what if the payment or what if the house you’re in fits your values better? They really need to be looking at your overall financial plan and making sure that whatever they decide for you — or y’all work together with — is a good benefit for your entire plan, not just an interest rate.

(Kristen) And this is something you can bring your bank trusted advisors in on, correct?

(Justin) Oh, for sure, and I would highly recommend it, and if they had a problem with that, it might be a sign!

Online Banking




Don’t have Online Banking? Sign Up