Tuesday, January 28, 2020

Is financial planning important? Aretha Franklin $80 million troubles!

It is not exciting to think about, but we all have an end date.  And we should all ask ourselves, if I expired today, are my affairs in order?  I ask myself this question and I realize I defiantly have work to do.  In 2018 Aretha Franklin died.  She left behind $80 million. (Read the details) It is 2020 and her family and the courts are still working to settle her estate.   With so much money at stake, you can image the confusion.  Initially it was thought that she died without a will.  But it turns out that she left behind 3 hand written wills.  So now her family are the probate court are in battle that might take years to settle.  With proper estate planning this could have been prevented. 
Sometimes we procrastinate, but  the bottom line is that we all have an expiration date.  And preparing for the unexpected should be a part of our financial planning.  
Disclaimer: You should seek the advice of the proper professional.  I am not attempting to give legal, accounting or tax advise.   


Tuesday, January 21, 2020

Evaluating your Equity!

Click this link when you finish reading.  How much equity do you have in your home?  My goal is to help 25 seniors buy or sell a home this year. If you are 55 plus you might find that your life is beginning to under go a transition.  Possibly you are thinking about retirement and how that is going to impact your life and your finances.  Maybe you are grandparents and you are now raising grandchildren.  Due to increased years possibly your parents are starting to need your attention or increased assistance.  These issues or challenges will require your attention now or in the near future.  It is possible that you might have to adjust your live arrangement or lifestyle.


Today’s statistics are showing that many homeowners are remain in their homes longer.  Because they are not moving as frequently, they are steadily increasing the equity in their homes.  This is a good thing, because the  available equity can help the homeowner make the necessary adjustments to change their life.   
 I can help you evaluate the equity accumulated in your home. Would you like to know your numbers, your bottom line?  Call, Text or email for a free, personal one on one consultation. Additional Information.

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