Tax Resources

There are a lot of reasons people decide to sell their home. From job changes to life stage transitions or just trying to get closer to family. Regardless of the reason for selling, there is a lot to consider before you move forward.

There are some huge tax benefits to selling your primary home, as well as some things that, while they aren’t benefits, are still important to keep in mind as you consider selling.

Here are 10 things you need to know before you sell your primary home:

If you sell your home at a gain, you may not have to pay taxes on the gain. If you owned and lived in your house for 2 of the last… Read more →

Time is running out. Two of the most beloved generations are fading away fast and taking their hard-earned financial wisdom with them.

Members of the G.I. Generation, otherwise known as “The Greatest Generation” (born 1901-1924), were children during World War One and young adults during World War Two and the Great Depression.  They learned the importance of frugal living out of necessity and taught their children, members of the“Silent Generation” (born 1925-1945), the importance of living within their means—especially since how little their “means” were.

Somewhere along the way, those financially-conservative values were forgotten.  The Boomers were born between 1946 to 1964 and this generation became known as rebellious, suspicious, greedy, and materialistic.  Often referred to as “workaholics,” they worked … Read more →

As the old saying goes, it takes money to make money. Sure, you can bootstrap a new business to a certain extent. However, when it’s time to scale and make substantial investments in property and/or personnel, in most cases, outside capital has to be acquired. The million-dollar question is: how do you get your hands on that money?

We’ve got good news! There are a number of options at your disposal! This is by no means an exhaustive list, but it is a great starting point if you’re just getting your feet wet when it comes to funding a company.

Venture Capital – Venture capitalists rarely invest in start-ups. Instead they look for opportunities to partner with companies that already … Read more →

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