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.
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.
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?
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.
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
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.
The home buying and selling process can be one of the most exciting things an individual or family can take part in.
The home buying and selling process can be one of the most exciting things an individual or family can take part in.
The home buying and selling process can be one of the most exciting things for an individual or family.
More people than ever before are cohabitating outside of marriage, and the number is rising. The 2010 U.S.
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