Understanding the Capital Gain Exclusion on Personal Residences
Homeownership is a primary goal for many Americans, which is why around two-thirds of homes in the US are owner-occupied. Not only do most American households own homes, but homes typically represent […]
Unlocking Your Retirement Account: Understanding Substantially Equal Periodic Payment (SEPP)
Have you reached financial independence but have continued to work until age 59.5 to avoid the 10% early withdrawal penalty? You shouldn’t feel trapped by IRS rules or accept a 10% penalty […]
A Guide to the Four Percent Withdrawal Rule
For most, planning for retirement starts with the question, “Have I saved up enough money to support me through retirement and the rest of my life?” The four percent withdrawal rule is […]
Navigating FAFSA and 529 Education Account Updates
Planning for college education costs is a complex, lengthy and likely, expensive endeavor. At first glance, the process seems simple; set aside money after a child is born, and then, after 18 […]
Managing Your Finances with Vantage Point: Budgeting Made Easy
In recent years, you probably noticed that the cost of everything, from groceries to plane tickets, has been rising. It is even more likely that you’ve heard newscasters, politicians, and your friends […]
The Building Block of Your Financial Plan
Have you ever wondered why we’re so obsessed with collecting data, from paycheck stubs to driver’s license copies? At times, data requests may seem relentless, but they’re more than just a hassle. […]
Tax Filing Deadline & Reminders
Mark your calendars, the personal tax filing deadline is Monday, April 15, 2024. As Tax Day draws near, we would like to help ensure you have a smooth filing experience. As you […]