by Erin Whalen | Aug 5, 2025 | Financial Planning
Opes Advantage is our proprietary software designed to help clients make better long-term decisions by showing the real impact of real estate on their lives. For clients in high-cost regions like the Bay Area, this type of planning isn’t optional — it’s essential. ...
by Erin Whalen | Jul 22, 2025 | Financial Planning
As you near retirement, it’s important to consider how real estate fits into your broader financial plan. For example, for many of us, our homes are our most significant asset — but they can also be our biggest liability depending on various factors. So, how will that...
by Erin Whalen | Nov 5, 2024 | Uncategorized
If you own highly appreciated assets, managing capital gains tax is critical to managing your overall tax burden. Depending on your state, you could over 30% in taxes on gains. Fortunately, by working with your financial advisor and CPA, you can explore strategies to...
