by Katie Brown | Mar 27, 2025 | General, Tax
Tax Benefits of Home Ownership In tax lingo, your principal residence is the place where you legally reside. It’s typically the place where you spend most of your time, but several other factors are also relevant in determining your principal residence. Many of...
by Katie Brown | Jul 15, 2022 | General, Investment, Retirement
Working From Home Can Save You Money. What Should You Do With It? There are challenges to remote work, but the ability to spend less on work-related expenses is one of the rewards. As the coronavirus pandemic disrupted office life, many workers found themselves...
by Katie Brown | Jun 24, 2022 | General, Investment, Retirement
National Homeownership Month: Celebrating The American Dream June is a time to focus on homeownership strategies. History of National Homeownership Month When President Bill Clinton introduced the National Homeownership Strategy in June 1995, he launched what later...
Best-In-State Wealth Management Teams (2025 & 2026) 