With the recent changes in tax laws, combined with higher costs of living, many families
are looking to relocate out of state. This family was entertaining it, but wasn’t sure what it
would mean for them financially and if it would really help them get ahead. They had the
opportunity to transfer within their company, and we were able to show them how they
could net over $325,000 from the sale of their home and buy a home in Arizona with a
drastically lower payment and a significant amount of money added to their savings and
retirement goals. We took into consideration the tax differential between states, and the
monthly cash flow was significantly better.