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
Webinar: Selecting the Financial Advisor that is Right for You
Achieving your financial, retirement, estate planning, and other goals may require a financial advisor. But advisors are not all the same: who you have serving you can make a big difference in achieving your goals. The relationship you have with your advisor should be about more than “just” trust or the name on the door. This webinar offers guidance to help you select the financial advisor that is right for you.
Vance in ThinkAdvisor: Advisors’ Advice: Top 11 Retirement Planning Questions Clients Ask
“Clients nearing or in retirement painfully remember 2008 and are aware that the U.S. hasn’t had a recession in over a decade. This is a fear-based question that crosses many people’s minds and is a great opportunity to revisit core planning principles to help put them at ease. When this question arises, I conduct a behavioral exercise during which we discuss: recession concerns, portfolio allocation, Social Security, health care costs [and] other income sources.”
Vance on CNBC.com: Seniors Should Avoid this Mistake as the Fed Lowers Rates
Advisors working with retirees and near-retirees are discouraging them from chasing riskier returns.
However, they are asking investors to think deeply about their ability to withstand a period of low interest rates and a market upheaval.
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