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July 2023: Your Money Matters

July 15, 2023

This month’s Your Money Matters newsletter contains great tips for revising how you view your bucket list, new tax rules to know when selling your home, info on why portfolio rebalancing is so important, and considerations when buying vacation property.

We hope you're enjoying summer, and have a great day!

A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Why Regular Rebalancing Makes Sense
Without your knowing, your investment portfolio could be off-kilter.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?