What to Consider If You Think You’re Asset-Rich but Cash-Poor

There's a chance that an individual may find themselves in a circumstance where they possess significant wealth in their house but lack sufficient cash in their bank account. Over the years, as you've been paying off your mortgage, the equity in your property might have accumulated greatly. But having substantial home equity doesn't necessarily equate ...

2023-07-10T16:25:50+00:00July 10th, 2023|Blog, Financial Planning, Real Estate, Retirement Planning|

Considerations Before Purchasing Your Second Home

A home is one of the most significant purchases you’ve made in your lifetime, so you should take your time when thinking about buying one. Many people have a favorite vacation spot in a scenic area, but they can’t spend a significant amount of time there until they’re retired. If you’re thinking about buying a ...

2022-08-17T12:24:08+00:00July 18th, 2022|Blog, Financial Planning, Real Estate|
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