Financial Planning

Aging
In Place

Buying

Clarifying the Financial Picture

Need assistance with sorting out complex decisions and figuring out what role your real estate investment plays in your overall financial picture? Those considerations include taxes, retirement savings withdrawal schedules, long-term care needs, inheritance issues and others.

SRES® Designees Have Financial Expertise for Seniors

As an SRES agent, we have a comprehensive understanding of managing capital gains and the tax implications of owning, selling and buying real estate. We can refer you to trusted advisors who can address a host of relevant issues affecting your lifestyle change such as the uses of pensions, 401K accounts, and IRAs in real estate transactions, and how Medicare, Medicaid, and Social Security affect real estate decisions for senior citizens.

Taxes

Many factors affect how much money you will realize from the sale of your home, as well as how the proceeds will impact your future financial situation. Needless to say, looking at tax issues before listing the home is preferable to receiving an unexpectedly large tax bill later.

Legal, accounting and tax professionals can assist you with maximizing sales proceeds and anticipate consequences to future income by providing you with tax and estate planning.

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Connect With Us

Buying and selling a home is more than just a transaction. It is a process that involves identifying your dreams, goals and objectives, creating a plan and rallying a team of best-in-class advisors to support you along your path from vision to reality.

I look forward to supporting you in this exciting dream-building journey and earning your trust and friendship for years to come.