Retirement

Retirement, Sellers

SOLD! MacFarlane Homes – Client Testimonial – Seller Mountain View Single Family Home

Here’s another Seller testimonial from my clients who I met when preparing their next door neighbor’s home. They saw us working into the late evening hours and they liked that I work well representing out-of-state home owners, plus I’m a member of Professional Fiduciary Association in Silicon Valley. I enjoy helping others and it’s an […]
Inherited property, investors, Real Estate, Retirement, Tax, Tax Relief

CUSTOMIZED FINANCIAL PLANNING & ADVICE FOR OUR CLIENTS

LIVE YOUR BEST BAY AREA LIFE Summitry helps clients maximize the benefits of living in one of the most unique areas in the world. Their personalized financial planning guidance and investment strategies are specially suited for life in the Bay Area. Here are a few examples on how they can assist you and your family […]
Buyers, Community Stories, MONTEREY COUNTY, Retirement, Santa Cruz County, Sellers Market, Video, Watsonville

SOLD!! Single Family Home in Watsonville [video]

SOLD!!! Join me in congratulating my happy new homeowner! Dreams do come true! Welcome back to California! 636 Peartree Drive Watsonville CA 2 BEDROOMS, 2 BATHS, 2 Car Garage Delighted to assist my buyer to find that perfect single story, single family home in Watsonville, California. Our client wanted to move back to Monterey Bay […]
Inherited property, investors, Retirement, Tax, Wealth

You’ve Inherited Property, Congratulations…Now What?

Here’s an example how my Intero office in Los Altos partnered with Summitry and assisted a client with her property inheritance, click here. Let me know if you’d like to discuss further and I can provide an introduction, it’s very simple and there’s no obligation, just good information for our clients. I’m here to […]

Retirement SOLD! MacFarlane Homes – Client Testimonial – Seller Mountain View Single Family Home Here’s another Seller testimonial from my clients who I met when preparing their next door neighbor’s home. They saw us working into the late evening hours and they liked that I work well representing out-of-state home owners, plus I’m a member of Professional Fiduciary Association in Silicon Valley. I enjoy helping others and it’s an […]

Inherited property CUSTOMIZED FINANCIAL PLANNING & ADVICE FOR OUR CLIENTS LIVE YOUR BEST BAY AREA LIFE Summitry helps clients maximize the benefits of living in one of the most unique areas in the world. Their personalized financial planning guidance and investment strategies are specially suited for life in the Bay Area. Here are a few examples on how they can assist you and your family […]

Buyers SOLD!! Single Family Home in Watsonville [video] SOLD!!! Join me in congratulating my happy new homeowner! Dreams do come true! Welcome back to California! 636 Peartree Drive Watsonville CA 2 BEDROOMS, 2 BATHS, 2 Car Garage Delighted to assist my buyer to find that perfect single story, single family home in Watsonville, California. Our client wanted to move back to Monterey Bay […]

Inherited property You’ve Inherited Property, Congratulations…Now What? Here’s an example how my Intero office in Los Altos partnered with Summitry and assisted a client with her property inheritance, click here. Let me know if you’d like to discuss further and I can provide an introduction, it’s very simple and there’s no obligation, just good information for our clients. I’m here to […]

Capitola Why This Is a Great Year to Sell Your Vacation Home As vaccines are administered and travel resumes, many of us are beginning to plan for those long-awaited vacations we missed out on over the past year. Some households are focusing their efforts on buying a vacation home rather than staying in a hotel, too. The National Association of Home Builders (NAHB) reports: “Second homes (i.e., homes sold to buyers […]

Building Wealth Homeownership Is Full of Financial Benefits A Fannie Mae survey recently revealed some of the most highly-rated benefits of homeownership, which continue to be key drivers in today’s power-packed housing market. Here are the top four financial benefits of owning a home according to consumer respondents: 88% – a better chance of saving for retirement 87% – the best investment plan 85% – the […]

Retirement Proposition 19 – Big Changes to Inheritance Rules, Tax Basis Next Year (Over 55+ Years) Proposition 19 big changes to inheritance rules, as well as transferring your tax basis after a sell start Spring 2021. Inherited Property: Effective February 16, 2021: Prop 19 requires inherited homes that are not used as primary residence (such as rentals), will be reassessed at market value when transferred to children or grandchildren. It appears […]

investors Should You Buy A Retirement Home Sooner Rather Than Later? [video]

Housing Market Why Search For Multi-Generational Housing In The SF Bay Area [Video] Lynne Watanabe MacFarlane, MCDM, SRES | Realtor PFAC Silicon Valley affiliate Intero | A Berkshire Hathaway Affiliate phone 831.346.2743 DRE# 02066698

multigenerational The Need For Estate Planning If you have any questions, feel free to reach out and contact me Lynne Watanabe MacFarlane, MCDM, SRES | Realtor PFAC Silicon Valley affiliate Intero | A Berkshire Hathaway Affiliate phone 831.346.2743 DRE# 02066698

Articles Cities Where Homeowners Haven’t Moved in Decades When it comes to planting roots, San Francisco area homeowners have some of the deepest in the country (who can really blame homeowners for not moving when they have all of that beautiful California sunshine to soak in?) ☀️ Can you guess which Bay Area City ranked #2 after Detroit? Find out more in this […]

Articles How to Avoid a Gender Gap When Investing in the Real Estate Market Ladies, please listen up! When buying a home, we all want to feel like we’re making the right decision, paying a fair price, and making the best investment of our lives. According to a recent gender-based study, men and women can unknowingly walk away with very different financial outcomes when the deal closes. Thankfully, […]

Relocation Moving into or out of the Bay Area? According to new census data more than 86,000 people left California for Texas, nearly 70,000 left for Arizona and about 55,000 left for Washington state. INTERO RELOCATION SERVICES Let Intero Real Estate Services handle all of the details of finding your new home. I’ll be a part of your team that will help with your […]

investors How a Self-Directed IRA Provides Rental Income Options And More! What is a self-directed IRA and why would I want one? Your investment options go beyond traditional stocks and bonds. You can use your IRA investments to purchase real estate or undeveloped land. Any money you make from the investment, either from a sale or rental income, must be directed back into the IRA. Learn […]

Retirement Time to Consider a Second Home or Retirement Property in Santa Cruz County [August Market Report] Would it be ridiculous to consider a second home, a vacation rental property near the beach for your future retirement? I love living in Santa Cruz county, in August the homes were 4.6% less expensive compared to last year, and there were 7% MORE homes available for sale compared to same time last year – […]