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  2. Author- Jay McGowan

Author- Jay McGowan

Tax Consequences of Selling a House

Submitted by Berk Cleveland Rathmell Wealth Strategies LLC. on April 9th, 2018

Most people are familiar with the concept of having to pay capital gains tax on the profits from the sale of a house if the sale meets certain conditions.  If you aren’t familiar with them, the standard rules are that single people can exclude $250,000 of profit from the sale of house from taxes; married or unmarried people who jointly own can exclude $500,000.   

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Forewarned is Forearmed: Tax Scams to Watch Out For 2017

Submitted by Berk Cleveland Rathmell Wealth Strategies LLC. on March 26th, 2018

The IRS has released its annual “Dirty Dozen” list of tax scams, and it should come as no surprise that the list indicates fraud of all kinds is on the rise. 

 

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Better Investment Experience

Submitted by Berk Cleveland Rathmell Wealth Strategies LLC. on March 12th, 2018

Many investors regularly experience anxiety related to investing.   They wonder:

 

Am I doing this right? 
Am I doing it at the right time? 
Am I going to reach my goals? 
Am I going to miss out on something big?

 

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What To Do If Your Identity Is Stolen

Submitted by Berk Cleveland Rathmell Wealth Strategies LLC. on January 22nd, 2018

A client called us recently saying he received a letter in the mail from a credit card company asking him to confirm information for a new account.  He had no idea what they were talking about since he had never done any business with this company, so he called us to ask what to do.

 

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Bitcoin: Opportunity or Bubble?

Submitted by Berk Cleveland Rathmell Wealth Strategies LLC. on December 11th, 2017

We have recently had several of our friends and clients ask us about the craze that is bitcoin, and whether or not we feel it is a good investment opportunity.  If you have met with us before and understand our investment philosophy, you likely already know our answer.  That said, anytime an investment performs the way bitcoin and other crypto currencies have performed over the recent

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Why Do I Need Estate Documents If I Don't Have Kids?

Submitted by Berk Cleveland Rathmell Wealth Strategies LLC. on November 27th, 2017

When it comes to estate planning, many people procrastinate - even if they're married - until they have kids.  There seems to be a common misconception that estate documents are only for the wealthy and those who have children, but nothing could be further from the truth. 

 

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Real Estate Guest Series, Part 3: Jay's Thoughts

Submitted by Berk Cleveland Rathmell Wealth Strategies LLC. on November 6th, 2017

The home buying and selling process can be one of the most exciting things an individual or family can take part in.

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Real Estate Guest Series, Part 2: Buyers and Sellers

Submitted by Berk Cleveland Rathmell Wealth Strategies LLC. on October 24th, 2017

The home buying and selling process can be one of the most exciting things an individual or family can take part in.

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Real Estate Guest Series, Part 1: The Market

Submitted by Berk Cleveland Rathmell Wealth Strategies LLC. on October 11th, 2017

The home buying and selling process can be one of the most exciting things for an individual or family.

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Moving in Together

Submitted by Berk Cleveland Rathmell Wealth Strategies LLC. on September 26th, 2017

More people than ever before are cohabitating outside of marriage, and the number is rising.  The 2010 U.S.

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