Moving Homes? Don't Make This Financing Mistake
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Buying a new home before your current home sells can create one of the biggest financial challenges homeowners face.
In this video, Jeremy Riggs, CFP®, shares how one couple navigated the timing gap between selling two properties and purchasing their next home while staying focused on their long-term goal of moving in mortgage-free.
Rather than rushing into expensive short-term financing, they built a coordinated strategy designed to provide flexibility throughout the transition.
In this video, Jeremy discusses:
• The financial challenges of buying before selling
• Why timing matters during a home transition
• Using a home equity line of credit strategically
• How a 401(k) loan may fit into a temporary financing plan
• Reducing unnecessary borrowing costs and fees
• Keeping cash flexible while waiting for a home sale
• Using a money market account for short-term cash management
• Why coordinated planning often matters more than any single financial product
Every home purchase is different, and major life transitions often require multiple financial decisions working together rather than relying on one solution.
If you're planning to buy a new home while selling your current property, having a clear roadmap can help reduce uncertainty and make the process more predictable.
If you'd like help evaluating your options and coordinating your next move, schedule a meeting using the link below.
#HomeBuying #FinancialPlanning #RealEstate #HomeEquity #MortgagePlanning #PersonalFinance #WealthManagement #JeremyRiggs #HomeBuyingTips #MoneyManagement
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Statistics cited on this page are drawn from third-party research and are provided for general educational context only. Individual circumstances will vary. 1,2,5 Employee Benefit Research Institute (EBRI), 2023 Retirement Confidence Survey. ebri.org. 3 Federal Reserve, Report on the Economic Well-Being of U.S. Households (2023). federalreserve.gov. 4 Federal Reserve, Survey of Consumer Finances (2022). 5 Vanguard, How America Saves (2023); National Institute on Retirement Security, Retirement Insecurity 2024.
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