Do I Have to Pay Tax When I Sell My House?
When you sell your primary residence, and meet certain requirements, you may be able to exclude all or a portion of your capital gain in the property from taxes. In this article, I am going to cover the $250,000
A CFP® Explains: Wills, Health Proxy, Power of Attorney, & Trusts
When we are constructing financial plans for clients, we inevitably get to the estate planning portion of the plan, and ask them “Do you have updated wills, a health proxy, and a power of attorney in place?
How To Protect Assets From The Nursing Home
When a family member has a health event that requires them to enter a nursing home or need full-time home health care, it can be an extremely stressful financial event for their spouse, children, grandchildren, or caretaker
Which Stock Market Index Is Better To Track? The Dow or S&P 500 Index
Today, I’m going explain the difference between the Dow Jones Industrial Average (“The Dow”) and the S&P 500 Index. While both indexes are meant to be an accurate representation of the performance of the US
How Much Life Insurance Should You Have? Top 8 Factors
When we are assisting clients in building their personal financial plan, inevitably one of the most frequent questions that comes up is: “How much life insurance should I have?”
The New PPP Loan Forgiveness Application & Early Submission
It just keeps getting better for small business owners. On June 17, 2020, the SBA released the updated PPP Forgiveness Application. In addition to making the forgiveness application easier to complete, the new application
SBA PPP Loan New 24 Week Covered Period & Additional Changes
On June 3, 2020, Congress passed the Paycheck Protection Program (PPP) Flexibility Act which provided much needed relief to many businesses that were trying to qualify for full forgiveness of their SBA PPP Loan
GFG Loan Amortization Calculator
How Pension Income and Retirement Account Withdrawals Can Impact Unemployment Benefits As the economy continues to slow, unemployment claims continue to rise at historic rates.
