Selling Your Vacation Home? Watch out for These Tax Surprises
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Selling Your Vacation Home? Watch out for These Tax Surprises

If you’re selling your second home, be sure to hold back some of your profits so you have enough cash to pay the tax bill.
Do Rising Insurance Costs Threaten Homeownership?
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Do Rising Insurance Costs Threaten Homeownership?

Depending on where the house is located, carriers not only have increased insurance rates but some companies are refusing to insure them.
You’re Retiring Early—Now What About Health Care?
Featured

You’re Retiring Early—Now What About Health Care?

Social Security will start paying early retirement benefits when you’re 62, but Medicare doesn’t kick in until you’re 65.
5 Tips for Building Generational Wealth
Featured

5 Tips for Building Generational Wealth

A 2023 study by AMG National found that 90 percent of inherited wealth disappears by the third generation.

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Selling Your Vacation Home? Watch out for These Tax Surprises

Selling Your Vacation Home? Watch out for These Tax Surprises

If you’re selling your second home, be sure to hold back some of your profits so you have enough cash to pay the tax bill.
Do Rising Insurance Costs Threaten Homeownership?

Do Rising Insurance Costs Threaten Homeownership?

Depending on where the house is located, carriers not only have increased insurance rates but some companies are refusing to insure them.
You’re Retiring Early—Now What About Health Care?

You’re Retiring Early—Now What About Health Care?

Social Security will start paying early retirement benefits when you’re 62, but Medicare doesn’t kick in until you’re 65.
5 Tips for Building Generational Wealth

5 Tips for Building Generational Wealth

A 2023 study by AMG National found that 90 percent of inherited wealth disappears by the third generation.
Reasons to Disinherit Someone and How to Do It

Reasons to Disinherit Someone and How to Do It

There may come a time when you need to update and change the beneficiaries in your will.
Protect Your Family’s Financial Legacy From the Tax Man With a Generation-Skipping Trust

Protect Your Family’s Financial Legacy From the Tax Man With a Generation-Skipping Trust

A generation-skipping trust allows the transfer of assets to grandchildren or great-grandchildren and shields them from taxes.
Selling Your Home Could Cost Capital Gains Tax on Real Estate

Selling Your Home Could Cost Capital Gains Tax on Real Estate

Any financial gains from a home sale must be reported to the IRS when filing your tax return.