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Monthly Archives: April 2024

    Baby Boomers’ Wave to Downsize

    By Jennifer Roberts-Darcel | April 19, 2024

    As the first groups of baby boomers gracefully rides the wave of aging, they are setting new trends in the housing market, giving birth to what experts fondly refer to as the “Silver Tsunami.” This phenomenon is not merely about a change in address; it’s a lifestyle transformation tailored to meet the unique needs of... Read More

    Keep More Profits from Home Sales

    By Jennifer Roberts-Darcel | April 8, 2024

    In recent years, home values have soared, presenting an opportunity for homeowners with substantial equity to consider a unique tax benefit. Section 121 in the IRS code allows for homeowners who meet certain requirements to exclude up to $500,000 of capital gain on the sale of their principal residence.  Single or married taxpayers filing separately can... Read More