The Surprise Vacation Home Purchase

Original Air Date: September 16, 2023

Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Michael Griffin, CFP®, and Associate Peter Lynch to help a couple of investors who are making an impulsive decision to buy a vacation home without looking at how it may affect their long-term financial plan. The financial advisers discuss how they incorporate large purchases into cash flow projections when clients are making spontaneous decisions. 

Read the Article: https://www.henssler.com/rethinking-paradise-the-financial-considerations-of-a-second-home