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Strategies to sidestep capital gains taxes
Nothing takes a bite out of investment gains like a capital gains tax. Unfortunately, investors consistently under-estimate the amount of capital gains taxes that can be owed when they choose ... -
7 Strategies for first time home buyers
The real estate market continues to heat up. Historically low unemployment and interest rates coupled with shrinking housing supplies has caused home values to increase in many markets. In fact, ... -
Best & Worst states for taxes
When it comes to income, it’s not what you make, but what you keep that counts. While many taxpayers think of Federal taxes as the larger percentage of taxes paid, ... -
7 misconceptions about owning a vacation home
If you have recently watched HGTV’s “Beachfront Bargain Hunt”, you’ll see that purchasing a vacation home may be more financially feasible than you originally thought. However, recent price appreciation and ... -
How to Retire in a State on the "Worst States To Retire In" List
We have all seen the lists of states to avoid when retiring. Elevated income tax and property rates, higher costs of living and excessive estate and inheritance tax rates are ... -
When to consider downsizing your home?
If you are thinking about downsizing your home at some point during retirement, chances are you are not alone. Today, more and more Americans are considering this move. As children ... -
Should you invest in a second home
Purchasing a second home is a common goal often heard from clients during the financial planning process. From a winter retreat in retirement to a house renovation/flip, there are many ... -
Raising financially conscious kids in the digital age
Cash is no longer king – at least not like it was in the past. According to the Federal Reserve Bank of Boston's most recent report of Consumer Payment Choice, ... -
Are mortgage rates climbing higher?
The window may be closing to take advantage of exceptionally low interest rates. After all, it is not reasonable to assume that rates will remain at these levels forever. While ... -
Home buying mistakes to avoid
Low interest rates and a stronger job market continue to fuel growth in housing. While the number of national home sales declined slightly in 2014 (3 percent) to 4.93 million, ...
