The third part of the Lending Landscape Series is Life Stages of Home Ownership. Anna DeSimone is the author of Live In A Home That Pays You Back and Housing Finance 2020. In this final episode, she will discuss the three life stages of home ownership. This includes the criteria to consider in each phase and the effect on someone's financial plan.
Anna will also review the adjusted cost basis of the home. What not to forget in your closing statement and home improvements to increase this basis, thus decreasing the tax consequence.
If you enjoy this podcast, please consider leaving a review so others can find this, subscribe to hear more, and share this podcast with other amazing women.
Connect with Julina Ogilvie:
The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. The statements and opinions expressed in this podcast are those of the author. PWP cannot guarantee the accuracy or completeness of any statements or data. For current PWP information, please visit the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with PWP’s CRD #290180