Talk of The Villages Florida - View Single Post - TV residents: 39% are millionaires
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Old 09-06-2023, 09:16 AM
Randall55 Randall55 is offline
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Quote:
Originally Posted by retiredguy123 View Post
Not counting the value of the home makes no sense to me.
A personal home is always listed as a debt. Even if you pay cash for it, it is still a debt. You must pay property taxes, insurance, and maintenance fees. Since these items never go away, a personal home is a debt. If you do not have a mortgage, you simply have a lower monthly cost.

If you do have a mortgage, the balance that you owe gets subtracted from the total of your assets.

This is why the value of a personal home is not taken into account when determining wealth.

My financial advisor gave me this tidbit: If it is cheaper to rent, then rent! If it is cheaper to own, then own! His advice hasn't failed me yet..

Last edited by Randall55; 09-06-2023 at 09:41 AM.