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Tax Day is Just Around the Corner!

A friendly reminder, plus homeowner tax tips.

April 18 is just over 3 weeks away. Have you filed your 2021 taxes yet? Talk to your tax advisor to make sure you’re taking advantage of all the tax breaks available to you as a homeowner, such as mortgage interest and property tax deductions.*

Expecting a tax refund?

Reinvesting your tax refund into your home could make those dollars go further. Here are some ideas:

  • Make an extra mortgage payment to shave some interest off your loan

  • Make improvements and upgrades that boost your home’s value

  • Save it for a down payment on your next dream home


Tax season is a great time to check in on your overall financial picture, and reviewing your mortgage is a great place to start. Let’s set up a time to talk!

*Exceptions, limitations, and restrictions may apply. Consult your tax advisor for more information.


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