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®
Vance in ThinkAdvisor: Unemployment Benefits Expansion: What Advisors Should Know
“The unprecedented situation in which we’ve found ourselves is replete with opportunities for financial advisors to show value to clients in ways that enhance the comprehensive financial planning process.”
Vance in ThinkAdvisor Cover Story: Portfolio Directions for Uncertain Times
“There is an increased interest in historically non-correlated alternative investments as evidenced by the standing-room-only breakout session that I hosted at the Inside ETFs Conference,” said Vance Barse, wealth strategist and founder of Your Dedicated Fiduciary®, affiliated with Commonwealth Financial Network.
Good News, Grit, & Gratitude
This is a special note to clients, family, and friends, which are not mutually exclusive. Our lives have changed dramatically. In one month, we went from a U.S. stock market at an all-time high, record low unemployment, and packed social gatherings, to this.
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