Chealsea Fuqua

Bio Info
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Have you ever considered selling your home and most of your possessions, buying a recreational vehicle (RV) and hitting the open road to explore all this country has to offer? If that sounds like a dream to you, you are not alone. With the recent rise in remote work opportunities and the ability to stay … Read more

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As the annual tax filing deadline nears, you may find yourself scrambling to gather receipts, tax forms and paycheck stubs. If you are wishing you had done more earlier in the year to prepare, you’re not alone! However, the benefits of advanced preparation go beyond avoiding the last-minute tax filing scramble. Engaging in year-round tax … Read more

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If you are a charitably minded individual, you probably donate to charities to have a positive impact on the causes that matter most to you. An added benefit to your charitable donations is that they can help reduce your tax liabilities. Wouldn’t it be great if there were a way to maximize your charitable impact … Read more

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Section 1031 of the Internal Revenue Code (IRC) allows real estate investors to defer capital gains taxes by exchanging one property for another “like-kind” property. Of course, as with most IRC provisions, there are specific qualifying criteria as well as time limits associated with a 1031 exchange. Following is an overview of the 1031 exchange … Read more

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Welcome to 2025 — a fresh year with fresh possibilities! If you are joining millions of others in setting New Year’s resolutions, do not forget about your finances. There is no better time than now to embark on a journey toward a more secure financial future. The following financial planning resolutions can help you start … Read more

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Most people know that a budget is an important step toward achieving financial security. However, establishing a budget is hard work, and sticking to one is even more difficult. Fortunately, there are simple steps you can take to improve your chance of success. The following tips can help. #1 – Calculate your money in versus … Read more

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“Estate planning” and “legacy planning” are closely related terms that are often used interchangeably. While both terms refer to planning for how to leave assets to your loved ones after you die, there are some important differences between the two. Estate planning typically refers to financial bequests, while legacy planning refers to the process of … Read more

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Alternative investments are an area of increased interest for many investors as they offer additional diversification to traditional stocks and bonds, can provide a buffer against volatility, and may enhance the overall performance of your portfolio.  While it is true that alternatives often provide an opportunity for enhanced returns and diversification, they also come with … Read more

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It is no secret that the housing market has been challenging for first-time homebuyers recently. High mortgage rates, rising prices and limited inventory can sometimes feel like impossible challenges to overcome. However, there are some steps you can take to help make your dream of homeownership a reality. The following tips can help. #1 – … Read more

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If you hold company stock within your employer-sponsored retirement plan, you may be eligible to take advantage of a valuable tax planning strategy called net unrealized appreciation (NUA).   NUA refers to the difference between the cost basis of employer stock and the stock’s current market value. The NUA tax benefit allows investors who hold company … Read more