The Best Of Refining Retirement Podcast - Real Estate, Retirement, and Marriage

Dana and Brad speak with Elaine Sollars, a real estate agent in the Tri-State Area. Dana and Brad also discuss long term planning for your family. Takeaways: - It is important to find a realtor that you can trust when looking to move during retirement to ensure you find a place that fits all your wants and needs. - Before you move, evaluate the current equity you have in your home versus the total cost of moving homes. - It is important to update your wills anytime you approach or celebrate a major milestone. - Download our FREE helpful resource, “The Greatest Gift: Outline Your Wishes with an Estate Plan” - Please add Disclosure(s): Securities and advisory services offered only by duly registered individuals of Madison Avenue Securities, LLC (MAS), member FINRA/SIPC and a registered investment advisor. Vineyard Financial and MAS are not affiliated entities. Our firm is not permitted to offer tax or legal advice. Consult your tax or legal advisor regarding your situation.