Tax-Free Real Estate Exchanges
Tax-Free Real Estate Exchanges May 27th, 2022 by Chad Hileman Financial Planning

When real estate investors consider selling their properties after significant price appreciation, they often face a tough choice.  Investors can cash in on a potentially good offer and pay the taxes, or they can continue

What to Know Before Participating in an Employee Stock Purchase Plan
What to Know Before Participating in an Employee Stock Purchase Plan October 1st, 2021 by Chad Hileman Financial Planning

Have you been offered an employee stock purchase plan (ESPP) in your compensation package? An ESPP allows you to buy your company’s stock at a discount, defer tax payments on the gains until you sell the shares, and take advantage of additional tax benefits depending on how long you hold onto the shares. Below are frequently asked questions regarding ESPPs and what you should keep in mind before participating in your company’s plan.

Can You Afford This House? Three Questions to Determine Affordability
Can You Afford This House? Three Questions to Determine Affordability July 19th, 2021 by Gibson Capital Financial Planning

After a long year of quarantines, social restrictions, and working from home, many people have been looking for a bigger house that will meet their family’s needs. After perusing the Zillow listings with a cup

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