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Top related persons:
Stephen Cohn - 2 Cohn - 2 you'll - 1 It's - 1 Brian Brady - 1 Ron Brock - 1 Shaun Williams - 1 Ryan D - 1
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2 mentions found


☆ Buying a home? Here are some key steps to consider from top-ranked advisors
  + stars: | 2024-10-15 | by ( Ana Teresa Solá | ) www.cnbc.com   time to read: +5 min
Therefore, if you are looking to buy a home, there are certain steps you should take to prepare for the purchase, according to several advisors ranked in CNBC's 2024 Financial Advisor 100 List. 23 on the 2024 CNBC FA 100 list. 61 on the 2024 CNBC FA 100 list. 7 on the 2024 CNBC FA 100 list. 38 on the 2024 CNBC FA 100 list.
Persons: you'll, It's, Brian Brady, Stephen Cohn, Ron Brock, Shaun Williams, Ryan D, Dennehy, Bankrate, Realtor.com, Steven LaRosa, Williams, Angi, Brady, it's, Cohn Organizations: Obermeyer, Investment, CNBC, Sage Financial Group, Brock Investment, Paragon Capital Management, California Financial Advisors, Edgemoor Investment Locations: Aspen , Colorado, West Conshohocken , Pennsylvania, Indianapolis , Indiana, Denver , Colorado, California, San Ramon , California, Bethesda , Maryland, Florida
☆ This big-ticket purchase may be a 'grenade in your otherwise well-planned retirement,' advisor warns
  + stars: | 2023-09-25 | by ( Lorie Konish | ) www.cnbc.com   time to read: +1 min
Americans are at risk of falling short of what they may need to live on financially in retirement. One potential reason is lifestyle creep, or the tendency to upgrade your lifestyle as you earn more. An upgrade people are often tempted to make – the purchase of a second home – may be particularly risky for long-term planning, financial advisors say. "Those bigger purchases, if not done really deliberately and diligently, can almost end up being almost like a grenade in your otherwise well-planned retirement," said Patrick McGinn, president of Retirement Resources Investment Corp. in Peabody, Massachusetts. Importantly, the return on those liquid investments may far exceed what someone may earn on a second home.
Persons: Patrick McGinn, Stephen Cohn, Cohn Organizations: Retirement Resources Investment Corp, CNBC, Finance, Sage Financial Group Locations: Peabody , Massachusetts, U.S, West Conshohocken , Pennsylvania
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