All Wealth Planning Content

Income Tax and Financial Planning Considerations in Mortgage Financing

Matthew C. King, CFP® |
Emerald GEMs

April 6, 2021—Before you decide how much to borrow for your home purchase, consider the role a mortgage can play in your overall wealth plan. With strategic mortgage financing, you could potentially enjoy certain tax benefits or perhaps leverage investment opportunities that you may otherwise miss.

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Creating a Unified Family Dynamic

Matt Spagnolo |
Wealth Planning

When you think about your family dynamics, do you have a feeling of unity? Specifically, that level of harmony within your family that can offer the greatest opportunity for generational success.Preparing your family for the future is important, particularly if you own and run a family business that you hope to pass to future generations.

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