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 […]
Private Equity: Should it be a part of your portfolio?
You may have heard about private equity but also may not know very much about it. Many investors are not aware that by investing only in the public equity markets, or those […]
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 […]
Unclaimed Property: How to Track Down Lost Assets
If you have switched jobs in the past, you have likely left a retirement plan or two behind and have a new plan with your new employer. If you do this multiple […]
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 […]