SOURCES OF FUNDS TO RETIRE
- ASSESS WHAT YOUR RESOURCES ARE
WE WILL PUT ALL RESOURCES ON THE TABLE AND ANALYZE THEM - WHERE DO YOU WANT TO LIVE
GET CLEAR WHAT AREA FIT YOUR DESIRED LIFESTYLE - WHAT BUDGET DO YOU NEED TO DESIGN A LIFE YOU LOVE
LOOK AT ALL YOUR ASSETS AND RESOURCES - OPTIONS IF YOU HAVE A HOME OR REAL ESTATE
a) REVERSE MORTGAGE
b) SELLING YOUR HOME AND TAKING THE $250,000 TAX BREAK
c) DECIDE WHERE YOU CAN LIVE WITH YOUR RESOURCES
d) GET CLEAR WHAT KIND OF HOME YOU WANT
e) RESEARCH REAL ESTATE PRICES IN YOUR CHOSEN AREA - WHAT OTHER RESOURCES DO YOU HAVE AND WHAT LIFE DO THEY AFFORD YOU
LET’S LOOK AT ALL THE POSSIBILITIES - WHAT INPUT DO FAMILY AND FRIENDS HAVE IN YOUR DECISION