Below you'll find a list of all posts that have been categorized as “Home & Moving”
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 …
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 …