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

  1. Buying a Home: What to Do and How to Do It The homebuying process from preapproval to closing. Includes FAQ.
  2. 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.
  3. Mortgage Alternatives: How to Choose the Right One Fixed, adjustable, and government-backed options compared. Includes FAQ.
  4. Home Mortgage Interest Deductions What qualifies, what doesn't, and how the deduction actually works. Includes FAQ.
  5. The Deductibility of Points When points paid on a mortgage can be deducted, and when they can't. Includes FAQ.
  6. Refinancing Your Mortgage: When and How When refinancing actually saves money, and what it costs to get there. Includes FAQ.
  7. Selling Your Home: How to Do It Effectively Pricing, timing, and preparing your home to sell. Includes FAQ.
  8. 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.
  9. Which Moving Expenses Are Deductible? What the current rules actually allow. Includes FAQ.
  10. 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.

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This 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.