Free Guides

Seller’s Guide

Selling a home can be confusing and having professional help to guide you through the process is valuable. This free Seller’s Guide has lots of information about the differences in price and value, pricing strategies, attracting buyers, maximizing marketability and many other things that every seller needs to know before they put their home on the market.

 

Homeowner’s Tax Guide

This free Homeowner’s Tax Guide has lots of information about the mortgage interest deduction, choice of standard or itemized deduction, capital gains exclusion, differences in second homes and tips on recordkeeping.  It has an interactive form that will allow you to record capital improvements and keep track of the basis of your home.

 

Buyer’s Guide

Buying a home can be confusing and having professional help to guide you through the process is valuable. This free Buyer’s Guide has lots of information about why now is the time to buy, low down payment mortgage options, things that affect your credit score, why pre-approval is important and many other things that every buyer needs to know before they write a contract.

 

Home Inventory

Whether it is a fire, a burglary or other disaster, the first thing your insurance agent is going to ask for is your home inventory. This free Home Inventory has lots of suggestions about how to create this essential and valuable record of your personal belongings.  It has an interactive form that will allow you to make a comprehensive list and document it pictures and save it in digital format for convenience and security.

 

Moving Guide

Moving is a big job and having help to guide you through the process is valuable. This free Moving Guide has lots of information about the moving timeline, forwarding mail, tips on packing, selecting a mover and many other things that every person needs to know before they move.

 

Rental Income Properties

Rental homes are the IDEAL investment because they offer a higher rate of return than other investments without the volatility of the stock market.

 

Annual Advisory

Homeownership is a privilege, but it’s also a responsibility. Even after decades of owning a home, you may still need some help to handle some of its challenges by focusing on the three “M”s of homeownership: maintenance, minimizing expenses and managing debt and risk. This report is meant to be used as a service with your best customers and delivered with current market information, including comparables, financing and other items like the Home Inventory and Tax Guide.

 

A Guide to Buying a Home to Age-in-Place

Paying for Senior Care