Business
“The American Dream is that dream of a land in which life should be better and richer and fuller for everyone, with opportunity for each according to ability or achievement” Way back in 1931, that was how historian James Truslow defined the American Dream in his book Epic of America. That dream has changed a little bit since 1931. Yet most would agree that a few things have stayed constant, such as the pursuit of happiness, the dream of home ownership and the aspirations for a better life. Some Americans treat their home as an investment, seeking to take advantage of tax codes in order to maximize the return they get while still having a place to live. Others look to use their home for retirement needs, as it is often their largest asset. So, it’s only appropriate for our 3rd mini-series to focus on real estate. The first episode will concentrate on how your personal real estate property fits into your financial plan and your retirement. Polaris Greystone Financial Group, LLC is a federally registered investment adviser. The information, statements and opinions expressed in this material are provided for general information only and are subject to change without notice. This material does not take into account your particular investment objectives, financial situation or needs, is not intended as a recommendation to purchase or sell any security, and is not intended as individual or specific advice. It should not be construed as investment, legal or tax advice. Polaris Greystone does not offer legal or tax advice. All information contained herein is believed to be accurate but accuracy cannot be guaranteed. Advisory services are only offered to clients or prospective clients where Polaris Greystone Financial Group, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Diversification does not assure a profit or protect against loss. Investing involves risk and possible loss of principal capital. No advice may be rendered by Polaris Greystone Financial Group, LLC unless a client service agreement is in place.