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investment tagged posts

Why Homeowners Are Actually Saving Money

homeowners can save money over renters
Homeowners can save money!

In this month’s Monthly Item of Value, learn about how homeowners are coming up winners. Rent prices are rising steadily and owning a home can be the answer to making ends meet.

Buying is “The American Dream”

Did you know that about 75% of non-homeowners in the U.S. say they view home ownership as part of their American dream, and plan to buy eventually. 

A third of Americans who plan on buying a home in the next five years said they believe that owning costs less in the long run. 

Click here to read the full infographic report in my monthly Item of Value.

Contact me if there is anything I can do to help you buy or sell your home.

Oh, by the way, I’m never too busy for any of your referrals.

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Make Your Money Work For You

make your money work for you today

We want to start saving money and you are not sure what to do. In my Monthly Item of Value you will get the scoop on how to make your money work for you.

 To get started:

  • Determine your risk
  • Pick your strategy
  • Choose your investments

Do you want low, medium or high risk investments? High risk may give you a bigger return, but is it worth it?

A financial professional who understands the market and can help you pick the best options for you and your family.

Click here to read the full infographic report in my monthly Item of Value.

Contact me if there is anything I can do to help you buy or sell your home.

Oh, by the way, I’m never too busy for any of your referrals.

Read More

Retirement Worksheet

retirement worksheetRetirement Worksheet

Do you want to know how much money you’ll need to retire? Use the linked worksheet to help you estimate. Although your life circumstances may change, the worksheet can give you an idea of how much savings and investments you need to retire comfortably.

If you’d like to speak to someone about financial planning, I can connect you with a professional in my network.

Topics covered on the worksheet

  • How much will you need to maintain your lifestyle?
  • How much of your income will come from non-savings sources?
  • How much income will need to come from your savings and investments each year?
  • How long will your savings and investments need to last?
  • So, how much will you need to save?
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