Page 1 of 1

Tax Time Mortgage Review – Tony & Jill

Published 5 months ago

Hi There, I hope you are doing well. I wanted to check in for a couple of reasons. The first is that it's tax time again and this document is important to keep in your tax portfolio. I know it was vital that we maintain a pulse on the market values for what is probably your largest investment. Life happens so it is important, for a secure retirement, to have knowledge about the Real Estate Part of your portfolio. The market has appreciated by 30% combined over the past 2-years and is forecasted to grow another 10% this year. Below, you will see a Demo on how to Build Wealth thru Debt Planning as well, you could potentially be totally Debt Free in 9-12 Years including the payoff of your mortgage. If we can be of any service, we are here for you. By the Way, If you know anyone looking to Buy, Sell or Refinance, I hope we can count on you to introduce us. Be well

Need a copy?

Download PDF