Be in new home by ______date_________
Declutter home by ______date_________
Cut back on monthly spending by $__amount___ and __date____ to fund property preparation and staging
With your broker or agent, evaluate whether you are eligible for the tax credit by January 31st, and set up a buying/selling timeline accordingly
Apply to have your property taxes reduced due to decline in value, even though you plan to move – especially relevant if you bought after 2003 (the fact that you already applied is an attractive selling point to prospective buyers)
Pick and choose, customize and execute!
Get clear on your ‘why’s – your motivation for buying/selling – and write them down. Revisit them when you make pricing and other decisions to ensure they are in alignment with your purpose for selling










[...] Home Sellers [...]
Good advice, Tara. It is also important to consider the tax benefits of the mortgage deduction on affordability. A mortgage loan analysis, by a Certified Mortgage Planning Specialist, will help buyers understand the long term impact of their decisions. They can also determine their “freedom point”, the month in which they become debt free.
David Daniel, CMPS
Equity Management Advisors, LLC