Between the heat and everything going on, both in the world and in our lives, this post will just be a brief synopsis of our progress down the road to REI. 

Probably the biggest step we’ve taken lately, is that we signed with a tax strategist. In an earlier post, we discussed our initial interview with the company and have since decided to make it official. We have our first follow up meeting with the specialist this Thursday and should walk away with tangible steps for future tax savings. According to their analysis of our finances, we could potentially be saving tens of thousands of dollars by employing this firm. Obviously, we will let you know our success (or lack thereof) in the future.

Additionally, we heard back on our life insurance policies, and we are ready to sign on the dotted line. It was definitely a more in depth process than I was expecting and I kept getting follow up questions about my medical history. Regardless, we are about to be much better prepared for any future disasters.

The last major update we have is regarding the repairs I discussed in the last post. According to Adam, our Rent to Retirement liaison, we will be getting a credit for at least some of the repairs reported by the property management. Exactly how much remains to be seen, as we have not yet received the credit. The property management also assured us that they would be prepared for Canton’s follow up inspection.

And, to quote Porky Pig, that’s all folks.