In this episode we share a replay of A Word On Wealth Podcast, hosted by Sherri Stephens, President and CEO of Stephens Wealth Management Group, with guest Melissa Joy, founder and President of Pearl Planning. Together they discuss the “ins and outs” of purchasing a second home. 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 and key considerations for anyone thinking about the snowbird lifestyle.
Resources:
Links are being provided for information purposes only. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Pearl Planning cannot guarantee that the information herein is accurate, complete, or timely. Pearl Planning makes no warranties with regard to such information or results obtained by its use and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation. Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Pearl Planning financial advisors do not render advice on tax matters. You should discuss any tax matters with the appropriate professional.
Data Sources: Capital Group, RIMES, Standard & Poor's.