Experience | Integrity | Action | Performance
Experience | Integrity | Action | Performance
In December 2022, we forecasted "minimum" annual interest at $58,578 (Lifetime Value of New Investment Policy $1.2 million).
Actual 2023 (first year) Interest is $74,026 (Not Taxed).
NOTES:
We haven't realized all of the earned interest due to CD Maturity Dates.
The tax rate would have been 30% (Year 1 savings $22,208)
Although we are not perfect, we are delivering on the promises we made as candidates.
Management Company Distributing The New Home Owner Welcome Packet