Annual Equity Analysis

In our ever-changing world, it's critical to keep up-to-date while ensuring we are looking out for what's best in the long run. To do so, we answer these 5 crucial questions:

1.       What homes/properties near you have sold for and how does this impact you today?

2.       What new tax laws give you deductions or credits on home/property improvements?

3.       What's happening in your neighborhood that will impact the value of your home/property?

4.       What changes have occurred in your life that will alter your goals over the next 5 years, and how to prepare now and take full advantage of them?

5.       What's occurring with your current mortgage and what new possibilities would benefit you now?

The next time you are in conversation with a loved one who is talking about their home/property value, remember the future belongs to the person who prepares. I'll be there to help.