Downsizing Your Home: Financial Considerations and Planning | Wealth Wednesday скачать в хорошем качестве

Downsizing Your Home: Financial Considerations and Planning | Wealth Wednesday

In this edition of #WealthWednesday, we explore the topic of downsizing your home. Join Yvonne Delry and Tyler Reiner, Investment Specialists with FirstOntario Credit Union and Aviso Wealth, as they provide valuable insights into the financial aspects of this significant life transition. Discover the key considerations when deciding to downsize, including: • Understanding the definition and motivations behind downsizing. • Evaluating the potential financial benefits, such as expense reduction and equity access. • Planning for associated costs, including real estate commissions, legal fees, and moving expenses. • Strategies for managing and utilizing freed-up capital for long-term financial security. Whether considering a smaller home or a retirement residence, this segment offers practical advice to help you make informed decisions and achieve your financial goals. We believe in empowering our members with the knowledge they need to navigate every stage of their financial journey. Dream, Plan, Achieve Get direct access to our Aviso Wealth advisors through FirstOntario Wealth Connect. Learn more at https://www.FirstOntario.com/WealthCo.... #FirstOntario #FirstONInvestments Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc. The contents contained herein are for informational and educational purposes only and are subject to change without notice and should not be interpreted as financial, tax, Legal, investment, or any other type of advice. Nothing contained herein constitutes a recommendation, solicitation, endorsement, or offer by FirstOntario. You bear all risks associated with the use of this content, including without limitation, any reliance on the accuracy, completeness, or usefulness of any content provided herein. Hyperlinks to websites operated by third parties may be provided. FirstOntario does not endorse and is not responsible for the contents of these external sites.