Personal Financial Advice
-
Home Improvements and Your Taxes
Now we are in the middle of 2024 and are squarely in home-improvement season. In fact, the warm-weather seasons are the most popular time of year to do home…
-
5 Money Moves to Make Before the New Year
There’s been a lot of talk lately about what awaits us in 2024 — a recession? More or less inflation? A hold on interest rates? A tax increase? A new…
-
Could You Benefit From a 1031 Exchange?
Learn about the tax benefits of this property-swap tax loophole for investors. Real estate is a sound investment for a few reasons. Real estate tends to…
-
The ABCs of ISOs
Understanding Taxes on Incentive Stock Options Direct income is frequently the first consideration we have when a job offer presents itself. But there are…
-
How Will the New Secure 2.0 Act Affect You?
Americans are woefully unprepared for retirement. According to a recent survey by Clever Real Estate, retirees lost 10% of their savings in 2022, ending the…
-
8 Money Moves to Make at Year’s End
Set yourself up for financial success in 2023. Spend the last month of 2022 reviewing what went well for you financially and what can be done better in the…
-
Back-to School Budget Blues?
Tax credits and savings plans could help with the high cost of college. As workers are changing jobs at a record pace and considering new careers, many are…
-
How to Make Savings a Habit
Tips for saving more money and watching it grow. Lately, it seems we’re constantly bombarded with terrible news, from ongoing public health concerns to the…