13 Lucky Events That Call for a Financial Plan

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The opportunity to buy a vacation home

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That summer home is bliss, a great escape you’ve had every year. The landlord offers a sweet insider price you can’t refuse. Summer homes are often bought as emotions rise at the end of the season. But purchasing a vacation home – especially one that requires rental income to finance – can be a complicated long-term commitment. A financial planner, not a real estate agent, can tell you what to consider.

Next: You got that big raise you’ve been counting on for years.


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