Buying a home is a monumental financial milestone, often the most significant purchase of a lifetime. However, the financial journey doesn't end at closing.
2022 Federal Tax Update
Tax planning is all about implementing a strategic plan when managing an estate or planning for retirement.
Getting Your Affairs in Order: End of Life Planning
When we are young, it is challenging to appreciate an aging process that results in loss of mental capacity and/or death of our loved ones. This happens to some of us more quickly than others.
Can We Deduct Mortgage Interest on a Second Home?
If you have recently purchased or are considering a secondary residence for use as a short-term rental or personal vacation home, you might be curious about the possible tax breaks and whether or not you can deduct your mortgage interest.