Tax Treatment of Home Energy Rebates
Many states have applied for or have received optional early funding to jumpstart their home energy rebate programs. Rebates are expected to be available in some states starting in 2024.
Understanding the Tax Implications of Inheriting or Receiving a Home as a Gift
Inheriting vs. Gifting: What’s the better tax move for a home? Discover the tax implications and key considerations when deciding whether to receive a home as a gift or as an inheritance.
Are You Spending Money to Keep Stuff You Don’t Need?
Did you know? More than 1 in 10 Americans lease a storage unit, with average prices around $165/month. Clearing out that space could create room in your budget for important financial goals.
Housing Market Trends: Are They Helping or Hurting the Economy?
With home values hitting a record high of $389,800, housing affordability has dropped to its lowest since 1985. Are you feeling the housing squeeze?
Home Title Theft: What You Need to Know to Protect Yourself
Thieves are committing Home Title Theft, and you may not know until you receive a foreclosure notice.
Extreme Weather and Your Home Insurance: How to Navigate the Financial Storm
With wildfires, hurricanes, and heatwaves, the U.S. faced a surge in billion-dollar weather disasters. Now, homeowners are grappling with rising insurance costs, coverage restrictions, and policy nonrenewals. Learn how to navigate nonrenewals, engage with insurers, and secure your home.
Reverse Mortgages: Making Informed Decisions on Home Equity
Managing Associate K.C. Smith, CFP®, CEPA, Associate Adam Stadalius, CFP®, and Chief Investment Officer Troy Harmon, CFA, CVA, provide insight for a widow whose late husband took out a reverse mortgage on their home nearly 15 years ago. They discuss what a reverse mortgage is and what it means for her assets and estate going forward.
Retire Smart: The Debate on Mortgage Payoff and Its Impact on Cash Flow
Research Analyst Nick Antonucci, CVA, CEPA, joins Senior Associate Michael Griffin, CFP®, and Associate Peter Lynch advise a couple who have different opinions on paying off their mortgage before retirement. They weigh the options between carrying mortgage debt and cash flow once the couple stops working.
New Year, New Finances: Navigating the Financial Waters of Divorce
Chief Investment Officer Troy Harmon, CFA, CVA, Managing Associate D.J. Barker, CWS®, and Associate Josh Weidie, CFP®, CWS®, advise a couple who have decided on a divorce and are in the process of unwinding 20 years of combined finances and assets.
Home Energy Audit Tax Benefits
If you’ve been thinking of making home improvements that include energy efficiency improvements, you may qualify for some substantial income tax credits.