Homes & Mortgages
Will You Have to Pay Capital Gains Taxes on the Sale of Your Home?
February 20, 2013
There are generous exclusions for capital gains on the sale of a home—but timing is crucial.
February 20, 2013
There are generous exclusions for capital gains on the sale of a home—but timing is crucial.
Reverse Mortgages: Do the Advantages Outweigh the Risks?
August 31, 2011
A reverse mortgage may sound like an easy way to supplement your retirement income but proceed with caution!
August 31, 2011
A reverse mortgage may sound like an easy way to supplement your retirement income but proceed with caution!
Is Now the Time to Buy Your First Home?
August 17, 2011
Low home prices may be tempting, but check in with your feelings as well as your finances before making a move.
August 17, 2011
Low home prices may be tempting, but check in with your feelings as well as your finances before making a move.
Paying Off the Mortgage: A Good Investment?
October 13, 2010
If you're retired, should you use some of your capital to eliminate your mortgage? Or keep your capital working in the markets?
October 13, 2010
If you're retired, should you use some of your capital to eliminate your mortgage? Or keep your capital working in the markets?
Trading Spaces: When Does It Make Sense to Buy a Smaller House?
May 26, 2010
Home ownership is the largest monthly budget item for most people. Trading down to a smaller house may be an opportunity to save some serious money.
May 26, 2010
Home ownership is the largest monthly budget item for most people. Trading down to a smaller house may be an opportunity to save some serious money.
Mortgage Question: He Says Pay It Off, She Says Why Now?
March 24, 2010
When spouses are at different ages, the question of whether to pay off a mortgage can be less about the debt and more about the future.
March 24, 2010
When spouses are at different ages, the question of whether to pay off a mortgage can be less about the debt and more about the future.
Does It Make Sense to Pay Off Your Mortgage?
July 15, 2009
You have the cash to pay off your mortgage early. Should you? It's a balance of practical considerations and your peace of mind.
July 15, 2009
You have the cash to pay off your mortgage early. Should you? It's a balance of practical considerations and your peace of mind.
You Want to Buy a House—Can Your Roth IRA Help Make That Dream Come True?
May 7, 2009
Many Roth IRA investors can access their account to help with a down payment on a first home without triggering taxes or penalties—but does that make it a good idea?
May 7, 2009
Many Roth IRA investors can access their account to help with a down payment on a first home without triggering taxes or penalties—but does that make it a good idea?
The information on this website is for educational purposes only. It is not intended to be a substitute for specific individualized tax, legal or investment planning advice. Where specific advice is necessary or appropriate, consult with a qualified tax advisor, CPA, financial planner or investment manager.
