Wealth Management
New (Tax) Year’s Resolution? Escape High Taxation
Seven tax-friendly states you may want to consider. There are so many things to think about when you’re exploring places you may want to retire to: location, climate, entertainment and recreation opportunities, and more. Finding the most tax-friendly state for you and your household is also an important consideration. Note: The information below about state…
Read MoreSingle and Selling?
Little-Known Tips for Success By Jan Cullinane. Previously published in the 2016 Fall Issue. Congratulations! You’ve decided to pick up stakes and relocate. Perhaps your peer group has moved away, or you are divorced or widowed and your current community no longer fits your social or financial needs. You may long for a warmer climate,…
Read MoreLiving Single: When Should I Start Social Security?
Living Single: When Should I Start Social Security? My Social Security Benefits Franklin Roosevelt signed the Social Security Act into law on August 14, 1935. The first recipient of a monthly social security check was a single woman by the name of Ida May Fuller. Ms. Fuller, retiring at age 65 from her job as…
Read MoreVacation Home Sales Continue to Soar
Vacation Home Sales Continue to Soar Sales of vacation homes are showing no signs of going on vacation. At least that’s the mood at many luxury master-planned communities or private club and resort-style developments throughout America. Indeed, six months after the National Association of Realtors (NAR) reported vacation home sales boomed in 2014 to an…
Read More7 Winning Ways to Get Your Home Sold in Today’s Market
Price Your Home Properly Pricing right is a necessity – pricing your home for sale higher than market price is a recipe for disaster. In some areas, sales are averaging over three to four months. Even in the areas with faster sales only the properly priced homes are selling swiftly. Pricing your home right will…
Read MoreChanges to Social Security Strategies
Changes to Social Security Strategies There are many choices pre-retirees have to make as they approach retirement. One of the most important, yet often underestimated, is when and how to start Social Security benefits. The majority of Americans take social security at the earliest possible age, but is that the right strategy for everyone? No…
Read MoreMoving Solo? 8 Tips For Finding Your Ideal Place
Moving Solo? 8 Tips For Finding Your Ideal Place It’s official: The Bureau of Labor Statistics recently reported that for the first time, more than half the adults in the United States are single (always-single, divorced, or widowed). Yet, if we look at most of the ads beckoning us to relocate, we tend to see…
Read MoreTen Tips for Selling Your Home (So You Can Move To St. James Plantation Sooner!)
Via St. James Plantation Blog We want you enjoy our wonderful coastal lifestyle sooner rather than later! But, before making the official move to St. James Plantation, most have to sell their current home, right? To help with that (and assuming your home is already on the market,) here are 1o tips for selling your home faster so…
Read MoreTaxes in North Carolina vs. Taxes in the Northeast
Taxes in North Carolina vs. Taxes in the Northeast Benjamin Franklin said, “In this world nothing can be said to be certain, except death and taxes.” This is a very true statement, but what he doesn’t say is that you can choose how much you pay in taxes each year. Why pay more property tax on…
Read More5 tips for getting the most out of your home appraisal
You’re getting ready to sell your home. Or say you are refinancing. Either way, one major step along the way to selling or refinancing is the home appraisal. The main question behind a home appraisal is: what is my home actually worth? What is the value of the property? A home appraiser will make the…
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