High-level consultancy for the intentional seller. Compare the multi-year financial implications of staying in NJ versus downsizing or relocating South with CPA-led accuracy.
Downsizing is a major financial pivot that requires a level of analytical rigor most real estate agents overlook. It is not just about moving to a smaller house; it is about harvesting equity and optimizing your carry costs for the next twenty years.
As a CPA and Realtor, I help my clients calculate the multi-year impact of their decision. We analyze property tax relief programs like "Stay NJ" against the skyrocketing insurance costs of the Sun Belt to ensure your move is as financially sound as it is lifestyle-focused.
Projecting assets over the next 10 years
Cash walk-away from local NJ downsizing transition
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The Bruen Team has been the #1 sales team in Morristown for 8 consecutive years. We are prepared to manage your downsizing transition with CPA-led precision.
(973) 294-8887
ryan@bruenrealestate.com
We will be in touch shortly with a detailed analysis.
