Is Your House a Good Place to Park Your Wealth? Is it Tax Favorable?

Is your wealth in the house (equity) receiving favorable tax treatment? To answer that question you must first understand what we mean by favorable tax treatment. Let’s define tax treatment as the method of taxation the principal and/or growth could potentially be subject to. Understanding the tax treatment of an Read More >

Is Your House a Good Place to Park Your Money? Is It Liquid?

Is your wealth in the house (equity) liquid? Is it accessible? To answer that question you must first understand what we mean by liquid. Let’s define liquidity as the speed and ease with which you may convert your wealth to cash. This is an important distinction because typically when a homeowner needs to access the Read More >

Is Your House a Good Place to Park Your Wealth? Is it Safe?

Is your wealth in the house (equity) safe? Is it at risk? To answer that question you must first understand what we mean by safe. Let’s define safety as minimizing or eliminating the potential loss of the investment. Will Rogers once said, “Return ‘of’ my money is more important than return ‘on’ my money.” Your Read More >