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 …
real estate
Episode 12: Snowbirds
Sherri Stephens, President and CEO of Stephens Wealth Management Group, discusses the “ins and outs” of becoming a snowbird/sunbird with fellow Financial Planner and Founder of Pearl Planning, Melissa Joy. Thinking about becoming a snowbird? Not sure where to start? Take a listen to hear more about Sherri and Melissa’s journeys to second home ownership …
Episode 9: Thinking About Downsizing Your Home?
Thinking about downsizing your home when you retire or become an empty nesters? What are the things you should know about the current real estate market? How should you prepare for this kind of housing transition? Jill talks to Kristy Cantleberry, a realtor, about the ins and outs of getting your home ready for sale …
Diversifying Your Investments
Previously, on Jill’s Journal, I talked about diversification with stocks and bonds. Remember, the goal of diversifying your investments is to smooth out your ride – you want to have several different types of asset classes to manage the ups and downs of your account. Even amongst stocks and bonds, there are still more ways …