Purchasing a home is a significant financial decision and can be a monumental life event. It’s essential to understand how the costs associated with buying and owning a home (or second home) will affect 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?

Download the checklist here on the PBMares Wealth Management website.