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During the summer, clients start thinking about big splurges like a boat or vacation home. Help them explore their options without making too big a dent in their portfolio.
Your clients think they're ready to purchase a vacation home—but are they aware of how this leap could affect their finances? Make sure they know the tax and investment implications of owning a second home before they sign on the dotted line.
To invest in the market or pay off that mortgage—it's a question that presents a clear conflict of interest for advisors. The best approach: Help clients make their own decisions by mapping out the issues at stake.
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