Retirement Decisions Involving Your House

With the years of experience we have working in financial planning, we’ve come across so many different scenarios involving someone’s house or residence that they need to think through. Most people haven’t worked through these complex decisions and we often find that the way they’re thinking about their homes, a lot of times, isn’t very effective. 

Today we’re going to talk about these decisions involving the home, like selling your house to downsize and then investing the difference. There’s a complicated relationship between homeownership and retirement planning, and often times people don’t even truly understand all the options that are available to them. That’s where customized financial planning becomes incredibly valuable, and we’ll talk about that process as well. 

If you’re feeling uncertain about your retirement housing decisions or you’re just starting to think through your retirement plans, this show should be very helpful.  

Here’s what we discuss in today’s show:

• Should you downsize your home and invest the difference?
• The different personal factors that go into each of these financial decisions.
• Many people don’t even know the different options they have for each choice. 

Key Takeaway:

"There are ​so ​many ​times ​where ​people ​are ​missing ​opportunities ​they ​could ​take ​advantage ​of ​or ​they're ​missing ​out ​on ​these ​strategies because ​they ​don't ​even ​know they ​exist."

We can assist you on your journey to financial freedom:
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205.988.0006

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