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Ask Mari: I Just Sold My House. Do I Owe Taxes?

Home prices are on fire in South Florida and elsewhere. No wonder several of our clients are taking advantage of sky-high real estate valuations to sell. But once you sell, could some of that money be owed to the IRS for taxes? That’s one of the most common questions our clients are asking. Here’s a […]

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Quote Of The Week: Walking Away From High Home Prices

“We’re nowhere near where we were at the peak of the last housing cycle, but we do need to be careful. Walking away from an obviously overvalued home may be the best thing buyers can do in this kind of market.” Ken H. Johnson, real estate economist and associate dean at Florida Atlantic University’s College […]

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More Wealthy Investors Consider Relocating to Low-Tax States

The growing tax burden at the state and local level is getting the attention of wealthy investors, and not in a good way. Years ago, only about one-quarter of high-net-worth investors contemplated relocating and changing their residence to low-tax or no-tax states to cut their tax bill. Now, that number is almost one-half, says the […]

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How To Land The Perfect Mortgage

You’ve already heard that the housing market is red hot. If you are in the market to buy a home, you will need to land the best mortgage possible and show sellers you are a well-qualified buyer with strong financing. Otherwise, you are not likely to win the house of your dreams. While some buyers […]

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Thinking Of Relocating? Consider Doing A Test Drive First

The move is on. The number of Americans planning to move in 2021 seems to be reaching all-time highs. Americans relocating in record numbers About 14% of Americans move in a typical year, according to Neighbor, an online company offering consumers peer-to-peer storage solutions. But the company says over half of people surveyed say they […]

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How Long Will It Take You To Save Up For That New Home Downpayment?

Fascinating new research on just how long it might take you to save up enough to cover the down payment on a new home. Coming up with that coveted down payment remains the first step toward homeownership for most American consumers. The research data was obtained in a nationwide poll of over 7,000 prospective homebuyers […]

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Self-Insuring A Risky Option For Florida Homeowners

It’s already looking like the perfect insurance storm in South Florida, and hurricane season is barely underway. Home insurance costs are going up, and more companies are threatening to drop South Florida homeowners. That’s why more local homeowners are considering going bare or “self-insuring.” That means they plan to let their homeowner’s policy lapse and […]

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Make Your Home Work Harder For You In Retirement

Thank you to writer Rivan Stinson of Kiplinger Personal Finance for checking in with Mari to talk about how your home can work harder for you in retirement! In most communities, the real estate market has been on fire. You’ve probably been watching your home equity climb to new highs. So how can you tap […]

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Remodeling? Here’s How To Pay For It

Planning to remodel your kitchen or bathroom? Or maybe you’re upgrading your windows, adding a whole-house generator, or making other updates to your home? With people spending more time than ever at home due to COVID, Americans are undertaking plenty of home improvement projects, and our clients are no exception. The frequently seek our input […]

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Quote Of The Week: “The Housing Market Is On A Tear”

The pandemic-provoked rush to move has set the real estate market on fire. If you have friends or family shopping for a new place to live, you’ve undoubtedly heard complaints of ultra-competitive bidding wars, slim inventory, and inflated prices. Clients want to know whether the red hot housing market is due for a fall, or […]

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