Homeowners

The Wealth Disparity For Older Homeowners

By in Homeowners

Don’t retire poor and don’t let your clients retire poor. Bloomberg recently released startling data showing the wealth disparity between retirees who owned their primary residence versus retirees who rented a home. It showed a huge disparity in wealth with homeowners having a net-worth four times that of renters. It means that decisions made today, […]

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The Homeowner Wealth Advisor

By in Homeowners

By default, every homeowner is also a real estate investor. When a home buyer buys a home today, you need to let them know that today’s decision is probably going to be the most important decision they make about their retirement plan. That’s because for most retirees, their primary residence will be the largest asset […]

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