To minimize capital gains taxes on the sale of your house, you need to organize your paperwork.

After Selling Your Home, the Paperwork Begins

Karen Caccavo Home & Moving, Paperwork Organizing, Tax Organizing

You’ve sold your house, packed up, and the moving van is pulling out of the driveway – whew!  But the tax-related paperwork associated with selling your home has just begun. While it’s fresh in your mind, get a head start now on gathering the papers you’ll need for next year’s tax return.  No need to wait until April 15th! In …

Should I stay or should I move

How to Decide: Should I Stay or Should I Move?

Karen Caccavo Home & Moving

Now that we have survived another Northeast winter, many of my senior clients are wondering, “Should I stay or should I move?”  They often ask me for my input as their trusted advisor (daily money manager/ financial organizer). Here are some ideas I share with people going through this decision-making process.  If you are a senior contemplating whether or not …