Owning your own home used to be less expensive than renting, but that no longer appears to be the case, says a new study by John Burns Real Estate Consulting. “Now, owning a home costs $839 more per month than renting,” says Danielle Nguyen, senior research manager at John Burns. When the COVID pandemic started, […]
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Taxes All Done? Here’s When It’s Safe To Shred Those Receipts
Congratulations! Your 2021 taxes have been filed. So, is it safe now to throw away all those receipts, statements, and confirmations? Kiplinger reporter Rivan V. Stinson explains in a recent article what you need to keep, and what it’s safe to shred. “Generally, the IRS has three years from the date you file to audit your […]
Relocating In Retirement? Here’s Where People Are Moving To
Thousands of Americans retired last year, packed their bags, and moved out-of-state ready to start a new and more fulfilling chapter in their lives. Where exactly did they all move to? Here are the top 5 destination states attracting new retirees in 2021: Tennessee Florida Pennsylvania North Carolina South Carolina And here are the 5 […]
Miami, Here We Come!
Thousands of people packed up and headed south over the last 12 months, making the Miami/Fort Lauderdale area the hottest destination in the country for relocating workers, as measured by movements of LinkedIn members themselves. LinkedIn’s Economic Graph team says, among all areas in the U.S., South Florida has experienced the greatest percentage population inflows […]
Top 10 Best Places to Retire In 2021
As long-time Florida residents, we may not be the most objective, but we believe that the Sunshine State offers many great places to settle down and spend some time. No surprise, then, that U.S. News & World Report squeezed 8 Florida locales into its top 10 listing of Best Places to Retire. The list is […]
Buying A Home Or Refinancing? When A 30-Year Mortgage May Not Be The Best Choice
Buying a new home or refinancing? You’ve probably wondered whether you should get a mortgage, and if so, what kind? That’s one of the most common questions we get from clients. Veteran financial reporter Jeanne Sahadi did a great job exploring the topic for CNN in an October 21 article for CNNBusiness. We talked to her […]
Where Are Home Prices Headed In 2022?
Are you thinking of selling your home in the next few months? Or perhaps you’re in the market to buy? Here’s a look at where home prices might be headed as we move into the new year. Things may be slowing down a little, but experts do not expect home prices to drop. The housing […]
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 […]
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 […]
Owning May Still Be The American Dream, But More People Are Opting For The Rental Lifestyle
Owning your own home may still be the American dream, but over the last decade, there’s been a huge evolution in how Americans view renting. “The recession pushed many to rent out of necessity,” say real estate experts at RENTCafé. But “the economic expansion which followed, coupled with changing attitudes towards family and homeownership, lead […]
About Mari Adam, CFP®
Mari Adam, Certified Financial Planner™ has helped hundreds of individuals and families build wealth and plan for a more secure financial future for over 30 years. Her advice has appeared in publications such as Wall Street Journal, Kiplinger’s, Money Magazine, Business Week, and CBS MarketWatch.
