Guides / Life Events
Buying & Selling a Home
Whether you're buying, selling, or both, the financial and tax details are easy to overlook in the excitement. Start with a guide below, or jump straight to a calculator.
Guides
- Buying a Home: What to Do and How to Do It The homebuying process from preapproval to closing. Includes FAQ.
- Homeowner's Insurance: How to Get the Best Coverage and Value Coverage types, deductibles, and how to avoid being over- or under-insured. Includes FAQ.
- Mortgage Alternatives: How to Choose the Right One Fixed, adjustable, and government-backed options compared. Includes FAQ.
- Home Mortgage Interest Deductions What qualifies, what doesn't, and how the deduction actually works. Includes FAQ.
- The Deductibility of Points When points paid on a mortgage can be deducted, and when they can't. Includes FAQ.
- Refinancing Your Mortgage: When and How When refinancing actually saves money, and what it costs to get there. Includes FAQ.
- Selling Your Home: How to Do It Effectively Pricing, timing, and preparing your home to sell. Includes FAQ.
- Selling Your Home: How to Minimize the Tax on the Gain The home sale exclusion, and how to make the most of it. Includes FAQ.
- Which Moving Expenses Are Deductible? What the current rules actually allow. Includes FAQ.
- The Deduction for Real Estate Taxes How property tax deductions work, and current limits to know about. Includes FAQ.
Tool
Comparing Mortgage Terms (15, 20, 30 Year) — see how the loan term changes your payment and total interest.
Not sure where to start?
Buying or selling a home touches a lot of moving parts. Talk it through with our team before you decide anything.
Schedule a ConsultationThis page is for general informational purposes only and is not tax, legal, financial, or investment advice. Consult a licensed professional before making decisions based on this information.