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®
Retirement Planning – Vance on CNBC.com: Getting Close to Retirement? Be Sure You’re Plan Includes Managing This Risk
For anyone who’s nearing retirement and watching the stock market nervously, those jitters may mean it’s time to review your portfolio.
Financial Planning & Investment Management – Vance on CNBC.com: With Volatility Typically Comes Opportunity
Market volatility has been the topic du jour this year. CNBC reporter Lorie Konish asked me to weigh in on contributing factors and how to take advantage of current market conditions.
Retirement Planning – Vance on CNBC.com: If You’re Nearing Retirement, Be Sure You’re Managing This Big Risk
If the stock market’s volatility is worrying you because you’re edging closer to retirement, it may be time to reevaluate your portfolio.
Stay Updated with Our Insights
Vance Barse
Request a Private Wealth Strategy Call with Vance Barse
Connect one-on-one to explore tailored planning designed for high-net-worth families, executives, and business owners.