Housing in retirement. To downsize or not to downsize?

April 4, 2019

In this episode, Eric discusses the Dos and Don’ts of downsizing in retirement with residential real estate agent Tina Beliveau.

In this episode:

Tips for first-time homebuyers
Why you should consult with a real estate agent before taking any next steps
The dangers of PMI
The differences between buying a first home and selling your home while buying a new one
The additional costs of buying and selling a home
Considerations when thinking about downsizing
Maximizing the sale value of your home

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Brotman Media Group

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The opinions expressed in this commentary are those of the author and may not necessarily reflect those held by Kestra Investment Services, LLC or Kestra Advisory Services, LLC. This is for general information only and is not intended to provide specific investment advice or recommendations for any individual. It is suggested that you consult your financial professional, attorney, or tax advisor with regard to your individual situation. Comments concerning the past performance are not intended to be forward looking and should not be viewed as an indication of future results. Check the background of your financial professional on FINRA’s Broker Check.

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra IS or Kestra AS are not affiliated with Brotman Financial Group or BFG Financial Advisors. Neither Kestra IS nor Kestra AS provide legal or tax advice and are not Certified Public Accounting firms.**

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Housing in retirement. To downsize or not to downsize?

Brotman Media Group

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