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Investment Close to Home

More Than a Place to Hang Your Hat

The perfect home provides a cozy space to create new memories, and—when maintained properly—can be a great investment, too.

“Are you going to be selling, or stay forever?” asks Family Wealth Advisory Group Lead Advisor Ben Linser. “From day one, consider value and marketability.”

That’s where Family Wealth Advisory Group can help. They’re a fee-only advisory group (in a nutshell: no commissions) devoted to helping clients better understand and maximize opportunities for investment—a unique group passionate about assisting with the financial issues that impact every family, both today and tomorrow.  

FWAG knows that any family needs to rely on a trusted advisor from time to time, especially when assessing accumulated wealth and investments—which usually includes a home. Life transitions frequently offer the opportunity to implement advisory services like theirs—their team of independent professionals enjoy finding solutions that are logical but also infused with the understanding and care only a neighbor can provide.

“Having an opportunity to help people in our community, there’s no question,” Ben says of their mission. “We enjoy having engaged clients who are focused and driven to provide for their future—to plan for financial independence.” | 7359 East Kemper Rd. | 513.469.8100

Homeowner Hints

Investment property

Buying investment property carries a lot more risk than buying real estate-based mutual funds—but with that risk comes the potential for reward. Investment property is not liquid—any resources put in may stay there for years before they are repaid.

Home value

It’s just as important to consider maintenance and upkeep as it is to pay taxes and insurance.  A financial plan should account for the cost of keeping a house maintained and updated—without this budget, the value of your home could suffer.

Credit basics

Living within your means, planning for unforeseen circumstances—this will almost always improve credit naturally. Using your home to create more debt isn’t a good way to improve credit—maintaining a low debt-to-income ratio is how you reduce the risk of being late or short on a payment.

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