Tag: Financial Planning

Posted on 08/16/2020
Real Estate and the Estate Tax
Image by Gerd Altmann from Pixabay If you anticipate that you will inherit an estate at some point or if you plan to leave your estate to an heir, it is important to plan for the potential tax implications of that transfer. The federal estate tax is one aspect to consider. Depending on the value of the estate,...
+ 1 more
Read More
Posted on 03/29/2020
Homeownership Costs: More than a Mortgage
Image by Have a Nice Day Photo from Shutterstock The home you've been searching for is on the market, and now you’re ready to buy it. But can you afford it? How do you know? The internet is filled with mortgage calculators to help you determine what your mortgage payment will be. You simply plug in the numbers...
+ 1 more
Read More