by John Cataldo | May 8, 2023 | Uncategorized
The home gain exclusion is one of the most generous tax breaks available to taxpayers, providing the ability to exclude up to $250,000 ($500,000 married) in capital gains on the sale of your personal residence. Here is what you need to know. Background As long as you...
by John Cataldo | Mar 15, 2023 | Uncategorized
The SECURE Act 2.0, passed by Congress in late 2022, features numerous ways for you to save more money in your tax advantaged retirement accounts. Here are several of the bill’s provisions and what they mean for you. Money can continue to grow tax deferred. If you...
by John Cataldo | Feb 8, 2023 | Uncategorized
Financial goals make it possible for you and your partner to achieve the things you dream about. Here are several action items to create – and achieve – financial goals as a couple: Start talking sooner rather than later. Finances can be hard to talk about....
by John Cataldo | Jan 18, 2023 | Uncategorized
It’s tax season and you don’t want to miss an important receipt or form. Collect your tax documents using this checklist as a guide. Using a tax organizer or last year’s tax return, sort your tax records to match the items on your tax return. Here is...
by John Cataldo | Dec 12, 2022 | Uncategorized
Many people dream of making more money, but cutting expenses can have the same effect. Identify unnecessary expenses with these six money-saving ideas and help free up some cash: Eliminate late fees. Most late fees are the result of being too busy, traveling or simply...
