03 Apr Downsizing: Now, later or never?
What to consider when choosing your retirement home....
Real Estate
08 Mar Is it time to refinance your mortgage?
Deciding if the closing costs are worth a refinance. ...
02 Mar Buying a summer home with family
Read this before you jump into a property purchase with family. ...
10 Feb The ‘exit tax’ if you’re a renter
If you sell a home but rent, what you need to know about the "exit tax."...
19 Jan Can I consider the “exit tax” a loss?
When the "exit tax" applies, and how to get a refund....
18 Jan Can my IRA buy an office building?
What you need to know before buying property with an IRA. ...
13 Jan Do I have to pay back a reverse mortgage?
Understanding how a reverse mortgage works. ...
09 Jan Mistakes when you close on a home
Don't lose money to simple math mistakes. ...