Navigating the Real Estate Market in 2025

Vance Barse Featured in USA TODAY on Home Buying and Tax Time

Did you buy or sell a home in 2025? There’s a lot to think about, especially for first-time buyers or sellers.

Expert Guidance

If you sold a home during 2025, particularly one you had owned for a while, you may have pocketed a good amount of cash. Luckily, homeowners are entitled to an exclusion on the capital gains you reap from the sale” – Vance Barse

2025 Tax Tips

“Single filers can exclude up to $250,000, while the exclusion goes up to $500,000 for taxpayers filing jointly. The exclusion does have some restrictions: you need to have lived in the home for two years in a row during the last five years, for example.” – Barse

More Wealth Management Insights from Vance Barse and Your Dedicated Fiduciary

An Advisor’s Guide to Client Misconceptions

An Advisor’s Guide to Client Misconceptions

Financial Advisors’ confidence level of financial literacy and planning is different from that of their clients. Because of this, it may be a struggle getting on the same page at the beginning of any financial wealth management services. Vance Barse, Founder of Your Dedicated Fiduciary®, starts with an understanding of what their foundational financial literacy is.

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