Dear June,
I would like to inform you of a change that is being made to better reflect the value of your home and assist me with your planning. Currently we have just entered a static value for your home in Money Guide Pro. Since we are still experiencing a depressed housing market and the home values are reflecting that, we now have the ability to use the services provided by www.zillow.com to pull a more accurate value of your home based on comparable sales in your neighborhood and surrounding area.
So what does this mean for you?
When you log into Money Guide Pro you may see a different value listed for your home and thus your total Assets will also reflect this change. If you have done remodeling and feel that you would be able to value your home at a higher dollar amount, please e-mail my project manager Ryan Taisey at ryan@transitionplanninginc.com and he will update your Money Guide Pro profile with that remodel dollar amount.
If you have any questions please feel free to let me know.
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If you have any questions about the content of this article or would like to discuss your current financial plan (even if you are not currently a client) please contact me so we can set up a time to get together.
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Sincerely,
Glen Thiessen
425-868-7141 425-868-7141 Office
206-409-4329 206-409-4329 Mobile 866-785-4453 FAX
glen@transitionplanninginc.com
22221 NE 11th Place, Sammamish, WA 98074
Securities and Investment Advisory Services offered through KMS Financial Services, Inc. Investments are not guaranteed and may lose value. Trade requests left on voice mail or email cannot be processed for security reasons. | | |
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| KMS Quarterly Newsletter |
| Each Quarter KMS Financial produces a Newsletter that discusses new changes and the overall state of the economy. You can access the KMS Quarterly below.
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