05/28-When the magnet moves

Many times, in life, your retirement dreams will change. Whether it’s in the beginning or mid-stream, things will never be exactly what you thought.  One of those life changing events we see with our clients is when the “magnet moves away”.  I am referring to the grandkids.  There are 9 real estate items you should consider when deciding to move while in retirement.  We’ll let you know what they are.

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Compliance Disclosure: This program is for informational purposes only and should not be considered investment, tax, or legal advice. The views expressed are those of the participants and may not reflect the views of Sanchez Gaunt Capital Management. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. Always consult with a qualified financial professional regarding your individual situation before making financial decisions.