How You Could Turn Your Tax Refund Into a New Home-- GSR Episode #33

The Golden State Report

Mike, Amy and David return this week to discuss the benefits of planning on a cross disciplinary basis; and the benefits of buying in both real estate and finance. Mike says the max exodus from California is causing buyers to jump at new listing over asking price. Contingencies in deals. Causing large offers to come out right when a listing hits the market. Amy discusses how accessible home ownership can be. With incredible loan options for first time buyers, you could turn a tax return into a new home. Just like in real estate, the world of insurance has its own form of renting vs. buying. David compares term insurance with more long-term options that could allow the applicant more freedom to invest, barrow or cede the policy to a beneficiary. More important than the plan, is the team. Mike, Amy and David discuss the benefits in planning on a cross disciplinary basis. When your agents have a reliable reputation and good history with one another it can only benefit you.