Pandemic Times and Greener Grass

Charles Sachs, chief investment officer of Kaufman Rossin Wealth, was interviewed by Financial Advisor to discuss relocating trends sparked by the COVID-19 pandemic, what impact relocating would have on your finances, and how individuals can make well-informed decisions according to their finances. 

Article Excerpt: “With financing rates at all-time lows,” says Sachs, “coupled with many wanting larger homes as a result of Covid, there has been a renewed interest in just how much home
one can afford. And while lenders use one set of criteria … to qualify people’s ability to pay the loan, what is missing in my opinion is all the additional carrying costs associated with larger space.”

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Charles Sachs, CFA, CFP®, is a Chief Investment Officer at Kaufman Rossin Wealth, LLC, a Registered Investment Adviser.