Learn how to plan ahead and potentially save thousands on taxes when selling your home! Understand capital gains tax exclusions & key rules.

Mortgage rates fluctuate based on the 10-year U.S. Treasury bond yield, which acts as a key benchmark for home loans and refinancing.

Downsizing in retirement offers lower costs, less upkeep, unlocked equity, a simpler life, and closer connections to family and community.

Until just a month ago, I had never heard the term “Successor in Interest”. That was until I called the financial institution that was...

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...