Whether buying your first house or upgrading to a forever home, it’s a big investment decision that affects your other financial goals. It requires significant amounts of capital, time, and understanding. To help our clients better understand the process of buying a home, Pathstone and FuturePath conducted a webinar, which brought together Pathstone advisors Matthew Bagnard and Blaire Ginnever to share their experiences and stories of shepherding clients through this process. We broke the conversation into the three important real estate purchasing pillars: planning, buying, and ownership/wealth transfer. During the discussion, both Matt and Blaire shared their experiences with helping clients navigate through the process of assessing a property, gauging their financial condition, and executing the transaction. What emerged from that discussion were five key takeaways which we share here. Each lends itself to a specific aspect of the process of purchasing real estate.

Click here to watch the webinar.

Use this checklist to assist you in addressing identity theft issues involving credit agencies, the Federal Trade Commission (FTC), local police, and debt collectors. In addition, this checklist will help you resolve other identity theft problems, including IRS tax-related identity theft.

What does the term “security” mean to you? It may mean turning on the alarm system before you go to sleep at night or entering a password to get into your phone. It’s something you do that makes you feel protected. Every day, we all do something that contributes to our feeling of security, even if it’s as small as locking your front door when you leave the house. Women tend to think about their personal security more often than men and take more proactive steps to ensure they feel safe on a daily basis. Financial security isn’t just a conversation about how much you need to reach your goals; it’s about carefully protecting what you already have. In a world dominated by the internet, we believe that financial security is more important than ever.