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Financial planning and wealth management cannot be done room-by-room or even floor-by-floor. It’s needs a solid foundation and a clear blueprint before you can begin implementing tactics products. Our Complete Financial Advice considers your entire financial house.
Episodes
Wednesday May 23, 2018
Wednesday May 23, 2018
Today, Larry Heller and Matt Halloran discuss housing and financial strategies for retirees. Since your house is a significant asset, it’s important to consider what you’d like to do with your home once you retire.
Will you stay in your home for a period of time or move right away? Will you convert your home equity line to a traditional mortgage? Which financing options are suitable for retirees who will carry a mortgage? These are only a few of the questions that Larry answers in this episode.
Join Larry as he expertly guides you through various options. Complete financial advice equals complete peace of mind.
Learn How to Retire Right with Complete Financial Advice at: Heller Wealth Management |
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