Should You Upgrade Your Current Home or Buy a New One?
There comes a time when many homeowners become discontent with their current space. Any number of factors could lead to this growing feeling of dissatisfaction. Sometimes it occurs when [...]
Baby Boomers Have More Money Than Any Other Generation: Help Your Parents Make the Most of It
Baby boomers, those born between 1944 and 1964, are the wealthiest generation in American history. Despite this fact, boomers are still facing unique challenges, including: Taking care of aging parents Retiring [...]
You Received an Inheritance. Now What?
Previously, we discussed how to prepare for an upcoming inheritance in four steps: Know the tax rules Treat it like regular income Don’t be afraid to invest a lump [...]
You Just Bought a New Build–Did You Get the Best Loan?
I’m in the process of buying a house. This will be the third primary residence in the history of my family. My wife and I bought a small new-build [...]
5 Simple Ways to Reduce Your Taxes
Not everyone should be seeking to minimize taxes. In fact, a lot of people should take advantage of these historically low tax rates to reduce taxes in the future! [...]
Lose Your Job? What To Do With Your Retirement Account
If you are one of the 26 million Americans who lost their job due to the government’s response to the coronavirus, this past month-and-a-half has been especially hard. Fortunately, [...]
How Are Mortgage Rates Calculated?
I just purchased a house. While my wife and I had been planning for this purchase, we also knew that mortgage rates are historically low, so we were eager [...]
COVID-19 Tax Changes
Because of the emergency situation surrounding the current pandemic, the IRS and Congress have provided relief for taxpayers. In a normal year, we would be up against a deadline [...]