Nearly 50% of our clients live in or rent more than one home throughout the year. Deciding whether to buy or rent a second (or additional) home is more challenging than ever. With an abundance of options and rising costs in the most desirable locations, the decision can feel overwhelming. Whether you’re dreaming of a …
Snowbirds
Florida Concierge Service
For anyone who has a health occurrence or is caregiving for a family member or friend, we were recently referred to a company called Concierge Care of Florida. From a service perspective, they provide the following: Companionship Homemaking (meal prep, laundry, light housekeeping) Transportation for errands/appointments Personal care (bathing, grooming, hygiene etc.), Medication management Alzheimer’s …
6 Mistakes Snowbirds Make
With all the excitement associated with becoming a snowbird or buying a second home, important details can be missed. Our hope is to help you save time, and possibly money, by learning 6 mistakes snowbirds make. Nearly half of our clients live the snowbird lifestyle. Thus, we have a lot of data and conversations to …
Buying Waterfront Property?
Thinking about buying waterfront property? A second home….and really hoping you can enjoy the view of a pristine lake or the soothing sound of ocean waves? Read on to gain insights on how best to prepare for home ownership on water. Important Considerations for Buying Waterfront Property Access to the water: What type of waterfront …
Smart Decisions for Snowbirds
Create the freedom to follow your life wherever it leads. With nearly half of our client base already living the snowbird lifestyle, before and after retirement, we know there is a lot more to consider than where to buy a new home. If we were to list all the smart decisions for snowbirds for someone …
Managing Your Home Remotely
Managing your home remotely from afar has never been easier than it is today. There are several tools and services available that did not exist even ten years ago. We’ve listed some ideas for you to consider – and welcome your input on things you do to make a home from afar a little more …
Second Homeownership
Snowbirds: Second Homeownership ft. Melissa Joy Transcript: “Welcome to a Word on Wealth, a Stephens Wealth Management Group podcast focused on topics of interest to business owners as well as couples and individuals on the Glide Path to or in early retirement. We discuss topics of interest to you and hope to bring clarity to …
7 Tax Essentials
7 Tax Essentials for Snowbirds Snowbirds frequently head to places like Florida, Arizona, or California in the winter months, and come back during the summer months. Before you pack up and fly away, here are 7 tax essentials to help you figure out the tax side of being a snowbird. Decide on your “tax residence.” State …
Moving Out of State?
Like many of our clients, you might be thinking about moving out of state. What issues should you consider when moving out of state? There is much to consider prior to and during ownership of a second home especially when moving out of state. Thinking about everything from cashflow, tax implications, and insurance to estate …