Similar to an annual wellness physical, homeowners should consider an annual review of the financial elements of their home. It’s particularly valuable based on the fact that their home and its equity is generally one of their largest assets. Here are some things to focus on:
List of similar properties recently sold and currently available
Information on challenging property tax assessment
Refinance analysis to lower your rate, shorten the term, make improvements, eliminate mortgage insurance, remove a person from the loan, eliminate credit card debt, combine loans, and/or take cash out of the equity
Repairmen and contractors recommendations
Information on rental property opportunities
I’d be happy to provide this information at no obligation as part of my on-going commitment to providing homeowner information, both in general and specifically, to my contacts. I hope to earn your loyalty and referrals when you do need my services to buy or sell.