Home Ownership

HollisWealth and Dynamic Funds built an excellent series of educational “Snapshots” for some of the key transitions and situations that most people will face in their lives. In the coming months, we will be highlighting one topic in each newsletter.

This month’s topic is home ownership. Whether you are buying a new house or contemplating downsizing because your kids have moved out, there is a range of issues to consider. This site can help with budgeting, tax issues, forms of ownership, etc.

Click here to find out more about home ownership.

If you ever want to see the full list of Snapshots, you can go to the “Resources” page on our website: Resources

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