Jun 16, 2025
Things to consider before buying a second home – Chris Boyd and
Jeff Perry are joined by Britta Ferguson CFP®, CEPA® who is a
Senior Vice President, Financial Advisor with
Wealth Enhancement to explore the pros and cons of owning a
second home (vacation home). The discussion begins with “try
before you buy” advice and the distinction between an
investment
property that you may use part-time compared to a true second home
that is unoccupied when you are not using it. The “math” of
owning a second home is reviewed in addition to the
“what- ifs” of owning property that you do not live in full
time. Issues of estate planning and fractional ownership are
also explored. Not all cons, the group shares some pros of having a
second home.
For more information or to reach TEAM AMR, click the following
link:
https://www.wealthenhancement.com/s/advisor-teams/amr