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Downsizing a Hot Topic in Greater Boston


Many thanks to everyone who came out to our seminar, ‘Planning for Your Future,’ including our guest speakers – Attorney Carl Toumayan, Allyson Kreycik, Senior Loan Officer, and Peter Boari, CPA.

Downsizing is a topic that is impacts a large (and growing) community in Greater Boston. Baby Boomers and their families are quickly realizing that downsizing in a competitive real estate market is more complicated than it appears.

There are so many variables today that it is nearly impossible to go it alone – selling your current home, buying a home to fit your current and future needs, estate planning, tax implications, financial strategies….

Planning for your future starts with you, but it continues with the help from a team of experts who can get you to where you want to be down the road.  

Ready to get the ball rolling? Call us today: 781-645-0505.

Or, if you missed this seminar but you are interested in attending one in the future, please sign up to receive information on upcoming events in your area. Email: