Monthly Archives: October 2016

    • Dial Down Risk for Retirement

      There is certainly no shortage of retirement planning strategies available to individuals who actually take the time to consider them. What most financial experts do agree on is that the closer you are to retirement, the less time you have to recover ...
      Written by InTouch
    • Down Payment: FOUND!

      Saving the down payment may be unnecessarily keeping would-be buyers from getting into a home. They may be unaware that the funds might be available. The NAR Profile of Home Buyers and Sellers reports that 81% of first-time buyers got all or part...
      Written by InTouch
    • It’s not far, if you know the way

      “It’s not far, if you know the way.” What this expression implies is that you could have a long way to go if you don’t know where you’re going or how to get there. Just like reading a map, there are some definite steps t...
      Written by InTouch
    • Sale of Home by Surviving Spouse

      Special consideration is made by IRS for the sale of a jointly-owned principal residence after the death of a spouse. Surviving spouse may qualify to exclude up to $500,000 of gain instead of the $250,000 exclusion for single people if certain requirem...
      Written by InTouch
    • Rental Real Estate is Preferred Choice

      Real estate is the overwhelming preferred choice by Americans as identified in a recent survey. With the Dow Jones industrial average reaching record highs, it might be expected that the stock market would be the favored choice but that wasn’t t...
      Written by InTouch