Paul Brahim, CFP®, AIFA®, Managing Director, Senior Vice President, and Financial Advisor at Wealth Enhancement Group was featured by MarketWatch in “My Wife and I Are Nearing Retirement—and Have $4 Million in Real Estate. Should We Sell Our Properties and Invest the Money?”
You don’t have to use an adviser of course, but with such a substantial net worth and portfolio, it wouldn’t hurt to at least shop around for one. Look for financial planners who can advise you on your personal finances, including real-estate management, as well as an expert in small businesses.
Access the full article authored by Alessandra Malito here.
This information is not intended as a recommendation. The opinions are subject to change at any time and no forecasts can be guaranteed. Investment decisions should always be made based on an investor's specific circumstances. Investing involves risk, including possible loss of principal.
