by Ann Timoney | Nov 6, 2024 | Uncategorized
Are you, clients, family, or friends planning to relocate from one state to another to help save on living costs? Perhaps you’re considering moving from a state with an income tax, like California, to a state with no income tax, like Washington. We regularly guide...
by Ann Timoney | Oct 10, 2024 | Financial Planning
Homeowners might consider selling their homes for many reasons, such as relocating to a better area or downsizing once children have moved out. In addition to the emotional and practical considerations, it’s essential to factor in the potential cost of selling,...
