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Category Archives: Homeownership

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High Earners and Homeownership: Why It’s More Than Just a Status Symbol

HomeownershipBy Evie OkeefeMay 31, 2024

For generations, homeownership has been billed as the hallmark of the American Dream. However, for high earners, it can also be a way to reduce taxes, receive more favorable capital gains treatment, and invest in their family’s future. Below, we discuss a few benefits of homeownership that can have an outsized impact on households with…

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  • Your Wealth Management Team
  • Why Concerto Financial?
    • Financial Planning
      • Divorce Financial Planning
      • Estate Planning
      • Tax Planning
      • Retirement Planning
      • Investment Management
      • Insurance Review
    • Our Financial Planning Process
  • Client Education
    • Premium Financial Education
    • Weekly Market Commentary
    • Blog
    • Outlook 2025
  • Money and Divorce
    • Divorce Financial Planner
  • Contact Us
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