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Don't Feed The Bear: Our Blog

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Mortgage Refinance Triggers

"As a former real estate agent and mortgage loan officer, I’m familiar with the garden variety rules of thumb regarding when to refi. They usually consist of “if you drop your rate by more than 1%, it’s a no brainer” to “if you recoup the closing costs within 12 months, it’s a no brainer,” and so on. We at Walkner Condon tend to shy away from rules of thumb, as the details of each situation and the viewpoint of each client tend to vary greatly. It’s our contention that the specific details of each situation and only the specific details, is the surefire way to know if a refinance makes sense."

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SECURE Reprise

As part of the budget process, it sounds like there may be pretty important changes coming to retirement accounts as it sounds like the SECURE Act will pass Congress and be signed into law between now and the end of the year.

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Gifting and State Estate Tax Limits

The discussion around whether someone is subject to estate tax should not be limited to just federal limits. There can be some cases where states have their own limits, and you should spend some time understanding what these are if you (or you loved ones) are subject to them.

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