No credit card, no obligation Financial Professionals only
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Renting out your property for as little as 17 weeks a year can cover most of the bills.
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.
Don't call off the vacation because budgets are tight—just try a few easy tactics to cut costs.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025