Home Finance

Creating a financial wellness plan starts with having the right company philosophy. An employer would be wise to understand the correlation between financial concerns and impacts on business – and from there, understand how to help alleviate the impact on employees.

At any time, approximately one out of six households are changing residences.

  • First time home buyers, move-up buyers, down-sizing, sitting time, helping someone else to move (friends, parents, children) or refinancing.
  • The average American moves over 10 times in a lifetime.
  • We are a mobile society.
  • And, statistics indicate that the real estate buy/sell activity is going to increase due to more first time home buyers, former homeowners buying again, and more retirees downsizing and/or buying second homes.

Plus, owning real estate is still part of the American Dream and the foundation of building financial wealth.




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