Tax Benefits of Home Ownership

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...

Choosing an Income Tax Filing Status

by Katie Brown | Mar 20, 2025 | General, Tax

Choosing an Income Tax Filing Status Selecting a filing status is one of the first decisions you’ll make when you fill out your federal income tax return, so it’s important to know the rules. And because you may have more than one option, you need to know...

Taxation of Investments

by Katie Brown | Mar 14, 2025 | General, Tax

Taxation of Investments It’s nice to own stocks, bonds, and other investments. Nice, that is, until it’s time to fill out your federal income tax return. At that point, you may be left scratching your head. Just how do you report your investments and how...

DETERMINING IF IT MAKES SENSE TO MOVE OR REMODEL

by Katie Brown | Jan 14, 2022 | General

DETERMINING IF IT MAKES SENSE TO MOVE OR REMODEL Ensure you understand the available financing options. THE HOUSING MARKET IS SURPRISINGLY STRONG RIGHT NOW. IF YOUR FAMILY NEEDS MORE SPACE, YOUR OPTIONS INCLUDE REMODELING YOUR CURRENT HOME, BUILDING A NEW ONE, OR...

A/D Juicebox A Year In Review; A Year Ahead (Dec 15th)

by Katie Brown | Dec 31, 2021 | General

A/D Juicebox A Year In Review; A Year Ahead  We are happy to present our A/D JuiceBox Webinar Series. JuiceBox will provide current events, financial planning strategies, taxes, investments, and general business updates. Disclosures: Asset allocation does not ensure a...