Buying a house is one of the biggest financial decisions you’ll likely make in your lifetime. For many people, home buying is considered an important part in achieving the “American dream.” While it can feel good to own a home of your own, doing so can come with some costs and limitations.
If you’re a homeowner, the value of your home has likely skyrocketed over the last 18 months. Now you’re left with an important question as a homeowner: do you do something with this newfound equity inside your home?
The events of last year may have taken a toll on your financial situation. For those who had a financial advisor during that time, they were guided through all the ups and downs of the market and their personal financial lives.
The role of a financial planner is to help you and your family figure out how to best save earnings, retain value, grow holdings and meet long-term financial goals. Planners should provide short- and long-term expectations with the same portfolio, which can be quite an undertaking.
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