top of page
Blog

Jan 24 min read
Maximize Your Profit: How Capital Gains Taxes Impact Your Home Sale
Learn how to plan ahead and potentially save thousands on taxes when selling your home! Understand capital gains tax exclusions & key rules.
3 views0 comments


Sep 10, 20243 min read
Understanding Mortgage Rates and Their Connection to 10-Year Bond Rates: A Simple Guide
Mortgage rates fluctuate based on the 10-year U.S. Treasury bond yield, which acts as a key benchmark for home loans and refinancing.
35 views0 comments


Aug 26, 20243 min read
Top 5 Reasons to Downsize Your Home in Retirement
Downsizing in retirement offers lower costs, less upkeep, unlocked equity, a simpler life, and closer connections to family and community.
17 views0 comments


Sep 16, 20233 min read
Unlocking Wealth: Inheriting Property – Successor in Interest or Assume Mortgage Debt?
Until just a month ago, I had never heard the term “Successor in Interest”. That was until I called the financial institution that was...
14 views0 comments


Oct 2, 20223 min read
How Depreciating Your Real Estate Assets Can Save You Money
On one of my recent calls, I had a client ask me how he could leverage tax season to save his business money. He was running multiple...
14 views0 comments
bottom of page