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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Financial Growth
Financial growth includes building passive wealth through stock and equity investing, real estate and cryptocurrency investing. To attain long-term financial goals, financial growth is essential.
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!
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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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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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Fiduciary vs. Financial Advisor: 5 Key Distinctions You Need to Know
Understanding the differences between a fiduciary and a financial advisor is crucial for making informed decisions about managing your finances.
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Nonprofit Compliance Checklist: 21 Things You Need to Know
Navigating nonprofit compliance can be complex, with numerous federal and state requirements that organizations must meet to maintain their legal and financial standing. But fear not! We’ve got you covered with a comprehensive list of resources to help your nonprofit thrive while staying compliant with legal and accounting obligations. Let’s dive in and empower your
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Investing with a Roth IRA: Benefits, Rules and More
A Roth IRA is one of the most powerful investment accounts an investor can own. If done properly, all growth from your investments can be withdrawn completely tax-free in retirement
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