Real Estate Planning

Owning one’s home is still the dream of most Americans. Record numbers of women are buying homes on their own; more than one in five home buyers are single women, making up more than one-third of the growth in real estate ownership since 1994. Fortunately for everyone, the U.S. government supports tax law that is favorable to home ownership. Since buying a home is the single biggest investment most people make in their lifetime, the financing becomes an integral part of your financial plan.

Real Estate Financing

Curtis Financial Planning is experienced in real estate finance and can help guide you in your decision making process when purchasing or refinancing a home or buying investment real estate.

Unexpected Life Events

Unexpected life events such as divorce, death, or the receipt of an inheritance can put your home and other real estate in the financial spotlight. Making sound decisions at these times is crucial, and we will guide you in determining the course of action that best protects your interests and produces an ideal outcome.

Fact: As recently as the 1970s many banks refused to offer financing to women and women’s incomes were not considered when qualifying for home loans. We’ve come a long way.