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 InvestmentNews Editorials: Women Still Aren’t Part of the Conversation. They Must Be.
Advisers must resolve themselves to do two things: 1. Not exclude a woman (purposely or unwittingly) from discussions and decisions about a couple’s finances, and 2. Ensure that any female partner not expressing interest in this realm understands why engagement is critical.
Vance in InvestmentNews: Women Whose Spouses Control the Finances may be Putting Themselves, Their Families at Risk
“The onus is on the financial adviser to include the wife as a core contributor to the financial planning process so that each has an equal voice,” said Vance Barse, wealth strategist at Manning Wealth Management.
Vance in Barron’s: Women Hurt Themselves With This Financial Mistake
“The onus is on the financial adviser to include the wife as a core contributor to the financial planning process so that each has an equal voice,” Vance Barse, wealth strategist at Manning Wealth Management, tells the publication.
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