Will I Owe Tax on the Sale of My Home?

When income is earned, generally some amount of tax will be due. Income can come in the form of wages, rental income, interest, dividends, and many others. Most taxpayers will also be presented with another form of income at least…

Developing Your Retirement Game Plan, Ep #191

What can hockey teach us about pursuing your ideal retirement?  As we watched our Carolina Hurricanes progress in the Stanley Cup playoffs, we were reminded of three hockey strategies that are also vital in fulfilling financial planning outcomes.  And despite…

Is Your Financial Plan Pet Proof?

If you’re wondering who this cute little puppy is, his name is Samson, and this photo was taken at the vet about an hour after he jumped out of my car window. Don’t worry, after a few weeks of crate…

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We break down some of the most important questions we are asked on a regular basis.

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