Senior Trusted
09/02/2025
Don't forget your $6,000 tax deduction this year!
Social Security Cost-of-Living Adjustment for 2026 Inches Up: How This Will Affect Boomer Homeowners The projected 2026 COLA increase is now 2.7%—up from 2.4%, the lowest in years. Here’s how the change affects retiree homeowners.
07/29/2025
With all the talk FINALLY about capital gains tax on real estate I hope there is a positive change. It makes zero sense that an elderly couple trying to age in place loses a $250,000 capital gains exemption when one partner dies.
How the Hidden Home Equity Tax Disproportionately Affects Seniors More retirees are being taxed on home sales due to outdated capital gains rules. Here’s why the home equity tax is hitting seniors hardest.
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1415 Legacy Drive, Ste 100
Frisco, TX
75034
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