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
The Importance of Financial Literacy
“An investment in knowledge pays the best interest” – Benjamin Franklin
The statistics on financial literacy are eye opening, particularly for low-income students. Many well-heeled families, though, don’t teach financial literacy because discussing money is
Celebrating Two & Thank You
It's amazing how time flies. The Barse family celebrated Delaney's second birthday last month. Watching our "baby" girl full of life, energy, and enthusiasm made me reflect on the last 24 months. Delaney enjoying her 2nd birthday as a rainbow unicorn.Your Dedicated...
Your Dedicated Fiduciary® in Wealth Management: The Healthcare Challenge for Independent Advisors
The cost was “suffocatingly expensive,” said Barse.
Barse also had to consider a healthcare option that met the needs of a growing family. An extra $50 to $100 per month seemed worth the peace of mind in knowing their two children would be cared for, he said.
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