Buying or selling a home is a complicated, expensive undertaking that presents an opportunity for you to deepen your client relationships. Advisor Mike Rodenbaugh of Boardwalk Financial Strategies shares his perspective on helping smooth a real estate transaction, providing important counsel on affordability, cash flow, retirement impact, mortgage financing and estate planning. For example, he says, “down payment sourcing creativity” may be needed for a client buying a new home before selling a current home.
