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Thought leadership series
Why a client decided to turn down $2M.
We just told a client to turn down $2,000,000. Here’s the scenario: They got an unexpected offer on their beach house worth about $1.5M. Half a million over asking…so…should you sell or keep the house? Most people would sign before the ink dried. We said not so fast. Sounds crazy…until we walked through the math.👇 • The rental income covers the expenses • The market where the home is located is growing fast • And the long-term appreciation matters more than the short-term win The client agreed. A short-term big check sure feels good in the moment. But the best move for the long run isn’t always what seems to be the obvious (or easy) one. Just like investing. Just like businesses. Just like life. Before you make any quick decisions, make sure you are working with a financial planner who can help you pause and identify all the possible paths (and run all the numbers). And here’s to dreams of warmer weather ahead and enjoying that beach house. Stay warm and safe everybody! #WealthPlanning #SmartMoneyMoves #RealEstateStrategy #FinancialPlanning #LongTermThinking #HighNetWorth #BeachHouseMath #InvestmentDecisions #AdvisorPerspective #WealthOverTime
Thinking about selling a business? The amount you can bank on might surprise you.
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Thinking about selling a business? The amount you can bank on might surprise you.
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