Purchasing a home is a major financial decision. While this is a monumental life event, there are a number of things you should be aware of, including how the costs of purchasing and owning a home will impact your overall financial planning goals. Some of those issues to consider when purchasing a home are:

  • Cash Flow Issues
  • Financing Issues
  • Income Tax and Estate Planning Issues
  • Insurance Issues

Please take a moment to review the checklist, What Issues Should I Consider When Buying a Home?

If you answer “YES” to any of these questions, be sure to consult with your financial advisor as individual situations may vary. For more information, contact the PBMares Wealth Management team.

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PBMares Wealth Management