Tag: Housing
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Why Doesn’t Your Client Act? 4 Factors to Guide Financial Decision-Making
Advisors can spend hours explaining a great solution to their clients, only to have those clients not act on the solution. There’s no magic bullet. But sometimes clients appreciate it when their advisor helps them identify what’s making the decision hard. What makes a decision difficult? Decision analysts have found…
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Breaking: Home Prices Have Peaked
Home prices are trending downwards in English-speaking countries like Canada, New Zealand, Australia, and the US. This decline could present an opportunity for property owners to avoid hefty taxes through Sec. 664 Real Estate Shelter Trusts. The trust allows for tax-free property sales, with profits reinvested into trust assets.