It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
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With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.