Wealth Strategy Insights
Family Matters: Real Estate through a Generational Lens
Buy or rent? Pay off the mortgage? Transfer title to a trust?
Questions about real estate are important at every lifestage. This Family Matters insight article gathers input from Calamos Wealth Management experts on key considerations for people in three categories: just starting out; middle aged; and retired.
We created the Family Matters insight series to spark ideas and spur conversation among family members on a wide range of important financial topics. They’re purposely written as a primer for more in-depth discussions with your Calamos Wealth Management advisor on how the matters presented will apply to you and your family’s unique situation. We hope you find that the multi-generational lens by which topics are revealed promote pass-along readership to multiple family members. Your Calamos Wealth Management advisor is available to all members of your family to provide guidance on matters you care about most.