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helpfulHoneybeehoopoe1

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I like the product, but need to know how to address additional scenarios. May run 1 at a time, or 2 at most. What is the best way?

  • a) expect Inheritance in 5 years from my mother
  • b) Buy Vacation property as fractional ownership (cash)
  • c) Gift to sons so they do not have to wait for some of their inheritance- would be cash or sell some investments
  • d) Earlier Paydown of car loan - to reduce or stop payments (currently set up as loan)
  • e) Spend a large deposit on a second home, with son to pay expenses

Thank you.