A Change in Real Estate

Have you bought or refinanced a home, sold your home, or lost real estate?

A national Bank Rate survey in 2016 4 asked Americans their opinions of what the best long-term financial investment would be. The top choice wasn’t the stock market, but rather it was real estate.

Real estate is an asset class, like a mutual fund or stock, which requires expertise to understand the most important areas for investment. A wealth management approach that includes both financial advisors and real estate agents can be enormously beneficial when investing in real estate.

Buying or Refinancing a Home

Financial advisors don’t just help balance your budget or plan for retirement; they also help clients purchase homes and investment properties. Since a house is often the largest financial investment you’ll ever make, it makes sense that we have compelling views on how to go about it.

Selling a Home and Its Financial
Implications

Selling your home is one of the most crucial financial planning decisions many Americans will make; the impacts of which can have a long-term impact on your path to financial freedom.

Raymond James Financial Services, Inc. does not provide advice on tax, legal or mortgage issues. These matters should be discussed with the appropriate professional.

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