Stocks Had a Big Year. Should You Sell Some to Buy a Second Home?
With the stock market setting new records in 2020 and interest rates at all-time lows, some people are wondering if it’s time to pull the trigger on that dream second home.
For example, one of our clients found the perfect cottage for a second home and was wondering if she should sell some of her investments to buy it. Assuming she lives until age 95, her financial projections showed she would have around $4 million when she passed away. Rather than pass along every dime to the next generation, she wanted
