Should You Open a HELOC? Understand the Risks and Benefits
Considering a Home Equity Line of Credit (HELOC)? Discover a HELOC is, how a HELOC works, risks, benefits and more!
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5 Tax Benefits for Your Home Improvements
Key takeaways from 5 Tax Benefits for Your Home Improvements: You might qualify for tax credits if you make certain energy-efficient improvements to your home. You might be able to deduct interest paid towards HELOC or Home Equity Loans. Capital improvements can help you pay less tax when you sell your home. While home improvements,
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Six Tax Items Every Cryptocurrency Investor Should Know
Although cryptocurrency taxation is still evolving, there are current tax laws in place every crypto investor should know.
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4 Ways Home Ownership Can Reduce Your Tax Bill
Key takeaways from 4 Ways Home Ownership Can Reduce Your Tax Bill: As a homeowner, you are eligible for both a property tax and mortgage interest tax deduction. Business owners who own their home might qualify for the home office deduction. The Section 121 exclusion provides one of the largest tax
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Is Interest on Home Equity Loans and HELOCs tax-deductible?
Do you want to know if your Home Equity Loan or HELOC provide any tax benefits? Check out the blog for insights on the mortgage interest tax deduction and more!
Is Interest on Home Equity Loans and HELOCs tax-deductible? Read More »
529-to-Roth Rollover: Changes Under 2019 and 2022 SECURE Acts
From 529-to-Roth IRA Rollovers to Student Loans, learn the enhanced benefits of 529 Plans under the 2019 and 2022 Secure Acts.
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10 Best Budgeting Apps of 2024
YNAB, Rocket Money, Empower, PocketGuard – check out the blog for a summary of the 10 Best Budgeting Apps for wealth management, money tracking and more!
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3 Popular College Savings Accounts for Parents
When investing in your child’s future, it is important to consider the tax implications, your goals, your child’s goals and your family values.
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Tax-Efficient Giving: All About Charitable Remainder Trusts
Discover how charitable remainder trusts offer tax advantages, efficient wealth transfer, and greater philanthropic impact, particularly in high-interest rate environments.
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How to Spot Spiritual Influencer Scams: 5 Lessons from the Book of Jude
Discover the warnings provided in the book of Jude to spot spiritual influencers who exploit their followers on social media.
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