Buying a Condo? Focus on the Financials

Buying a Condo? Focus on the Financials

Condominiums, or condos, appeal to home buyers of all ages and life stages, but they are especially attractive to younger families and retirees who want to reap the benefits of homeownership while spending less time and money on upkeep. Residential condos are...
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EagleStone Tax & Wealth Newsletter – July 2025

Download PDF version. The Lock-in Effect Is Easing, But Oh So Slowly The lock-in effect is a term that economists use to explain why the existing-home market has suffered from a severe lack of inventory in recent years. Homeowners have been discouraged from selling...
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Tips to Help Preserve Your Inheritance

Tips to Help Preserve Your Inheritance

According to the Federal Reserve’s Survey of Consumer Finances, taken every three years, slightly more than one in five U.S. households had received an inheritance as of 2022.1 If you expect to receive an inheritance one day, these tips may help you better...
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Are Extended Warranties Worth It?

Are Extended Warranties Worth It?

When you purchase a vehicle, a major appliance, a laptop, or other big-ticket item, chances are you’ll be asked to buy an extended warranty or service contract. Extended warranties are offered by retailers for an additional cost and cover product repairs for a...
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EagleStone Tax & Wealth Newsletter – June 2025

Download PDF version. State and Local Sales Tax Across the Map Among the 46 states (and the District of Columbia) with a state and/or local sales tax, the combined state and average local sales tax rates range from about 1.8% to 10.2%. The sales tax base (defining...
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Securities offered through Emerson Equity LLC. Member FINRA/SIPC. Advisory Services offered through EagleStone Tax & Wealth Advisors. EagleStone Tax & Wealth Advisors is not affiliated with Emerson Equity LLC. Financial planning, investment and wealth management services provided through EagleStone Wealth Advisors, Inc. Tax and accounting services provided through EagleStone Tax & Accounting Services.

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