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September/October 2026
Cash Out or Keep Assets?
Retirement is a time to kick back and enjoy life. Years of hard work have likely left you with a diverse array of assets, from appreciated stocks and real estate to luxury items like RVs and sports cars. Before selling assets to fund your bucket-list dreams, consider both the financial and emotional implications.
Tax Considerations
Taxes can take a hefty chunk out of profits from the sale of investments and appreciated property. Gains may not be as great as they appear. Consult your advisors before making any major decisions. They can help you navigate the nuances of tax implications for your assets.Emotional Implications
Selling a classic sports car or a beloved vacation home can be emotionally difficult. Don't discount these feelings. Instead, consider other uses for your assets. Could you rent out a vacation home for passive income? Or create memories instead of liquidating prized possessions?Long-term Impact
Think about the lifestyle changes you may need to make if you sell. Downsizing your home or liquidating your investments could lead to a significant shift in your daily life and future planning. It's one thing to have money in the bank. It's another to ensure your lifestyle aligns with your financial decisions. Take a moment to consider the long-term implications on your retirement journey.It's not just about numbers—it's about enjoying the lifestyle you've earned. Weigh your options carefully.
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Adan H. Diaz and Bryce McLeish offer products and services using the following business names: FRESCO Financial Advisers – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with FRESCO Financial Advisers. The information you provide us is the basis for the recommendations we make to help you meet your unique financial goals and objectives. If you experience a change in your financial situation or investment objectives, or if you wish to modify or add any restrictions concerning the management of your account, please contact us. Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.
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