Latest
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Retirees: Cohousing is Growing. Is it Right for You?
This model of housing is designed to increase interaction. For some retirees, this is a draw. But you should know the details.
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10 Things to Know About Hurricane Insurance Claims
Becoming a Homeowner Hurricane damage? Know what’s covered, what isn’t, and how to make the most of your policy if you need to file a claim.
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Minimizing Taxes When You Inherit Money
Financial Planning Some inherited assets are tax-friendly, but under new rules, others come with a hefty tax bill. We help you get the most out of a legacy.
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Work in Real Estate? 5 Tips to Get Through the Home Sales Slowdown
real estate It’s crunch time for real estate agents and brokers. Don’t let slumping home sales become a personal finance crisis. Take these proactive steps to head off trouble.
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How to Shop for a Low Mortgage Rate
Becoming a Homeowner Rates are higher this year, but you can still find an affordable loan.
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Bonus! Delaware Statutory Trusts Can Be Both an Anchor and Buoy Investment
real estate investing Usually investments are sought out as anchors OR buoys for your portfolio, but DSTs can embody positive traits from both investing styles.
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What Are Qualified Opportunity Zones? Important Details for Investors
real estate investing Investing in blighted or up-and-coming “opportunity zones” offers some significant tax-deferral opportunities, and if you hold your investment for 10 years, your gains could be 100% tax free.
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Drop and Swap 1031 Exchange: A Guide for Real Estate Investors
real estate investing The tax benefits of real estate investing are attractive, and one way to keep the good times rolling for partnerships is through a drop and swap 1031 exchange.
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Looking to Relocate? Plan for Climate Change
buying a home Extreme weather events are on the rise. If you’re moving, make sure your new home is protected from climate change disasters.
