I talked with a client last week about something he had overheard in a social situation. He thought it had to do with the need to live in a home for a certain number of years to avoid taxation upon sale – but he wasn’t sure of the specifics. This comment surely dealt with the […]

Santa isn’t the only one who should be reviewing a list this time of year! I’ve been working thru a year-end financial checklist for myself and my clients the past several weeks and thought it may be helpful to share some of the key items. (Note: as always, be sure to consult your advisors to […]