Are You Getting the Home Tax Deductions You’re Entitled To?

man calculating taxes

Owning a home can pay off at tax time. If you’re eligible, take advantage of these home ownership-related tax deductions and strategies to lower your tax bill: Mortgage Interest Deduction To claim the  mortgage interest deduction, you must itemize using Schedule A, and your mortgage must be secured by your pirmary or second home. That home can be […]

Tips for Investing in Rental Properties

women looking at investments on computer

Investing in real estate has great potential for passive income. It can also be part of your retirement planning by selling the home and getting a big chunk of equity. It also comes with risks. So we wanted to share with you some of the things that we have learned when it comes to knowing […]

West Palm Beach Market Update – February 2017

Are you looking to buy a home in South Florida? If so, join the line! In a recent article posted on the Sun Sentinel, the author noted that home prices continue to rise in not only South Florida but also across the entire nation. In Palm Beach, Miami-Dade and Broward counties, overall home prices jumped by nearly […]

Prepare Financially for Buying a Home

family next to a for sale/sold sign

Four things you can do to prepare financially for buying a home Let’s face it, you don’t buy a house every day. Even if this isn’t your first time, you want to be sure to avoid any surprises that might affect your chances of being approved for a mortgage loan. Here are five things you […]

FHFA Increases 2017 Baseline Conforming Loan Limits

Increases in the Max Conforming Loan Limits May Give Your Clients Access to More Expensive Properties West Palm Beach, FL – It’s no secret that home prices have been on the rise. Current median home price have actually exceeded 2007, pre-recession values by 1.7% while properties in high-cost areas of the country exceed the baseline loan […]

3 Scary Money Myths That Make No Cents!

West Palm Beach, FL – Ever since we were children, we’ve heard and repeated familiar sayings about money. One favorite of parents everywhere is, “Money doesn’t grow on trees.” But what if it turned out that most of the conventional wisdom about money wasn’t true, at least wasn’t helpful? For instance, while it’s literally true that money […]

Your Taxpayer Rights

West Palm Beach, FL – There are 3 letters that strike fear into the hearts of Americans—I-R-S! And the very thought of being audited by them—usually turns into panic. What you might not know is that back in the 1990’s, Congress passed the Taxpayer Bill of Rights Law, which places the burden of proof in tax […]

Ways To Avoid Student Loan Debt

Man calculating debt

How to Avoid Massive Student Loan Debt Miami, FL – As you make plans for your children’s post-secondary education, keep in mind that the average student’s debt is currently almost $30,000, and it’ll be even higher by the time your kids graduate! The truth is most young people—and often their parents—can’t afford that kind of […]

Planning For Prosperity In the New Year

beautiful home with pool

Planning for prosperity: simple, bedrock rules on personal finance. West Palm Beach, FL – Smart money strategies aren’t more complicated than you think. They’re simpler! Here are some to consider: Ignore economic forecasts. They only keep forecasters employed. Most economists were blindsided in 2008 by the biggest financial collapse in 70 years. Ignore “expert” stock picks. The […]