The Cost of Staying Put

Unlocking Your Equity. Leveraging Your Legacy. Many longtime homeowners are sitting on significant equity but feel stuck. Between capital gains concerns, higher interest rates, property taxes, and uncertainty about what comes next, making a move can feel more complicated than ever. Join Tony Schaar of GUIDE Real Estate and Mike Poyntz of Pacific Trust Mortgage for an educational conversation about the financial considerations behind selling, downsizing, or staying put. We’ll cover home equity, Proposition 19, financing options, tax considerations, and strategies that may help homeowners make a more informed decision about their next chapter. This is a practical, educational discussion designed to help homeowners better understand their options and the numbers behind them.