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Elizabeth Stapleton

Home Buying, Tax and Retirement Expert

Elizabeth Stapleton is an attorney and freelance writer focusing on personal finance and entrepreneurship. Her expertise includes home buying, retirement and taxes. Elizabeth lives in North Carolina.

Posts by Elizabeth Stapleton:

by Elizabeth Stapleton Jul 05, 2018

When you have a mortgage, at some point you may decide to try and pay it off early. One option to consider is a biweekly (every two week) payment plan. With biweekly mortgage payments, you make 26 half-payments a year, which equates to 13 total payments in a year. It can be a good option for those wanting to contribute more money toward a mortgage, without having to commit a large amount of money. However, there are some drawbacks to this method. Read more

by Elizabeth Stapleton Jun 07, 2017

It’s easy to feel overwhelmed when buying a home. Finding a home that fits your needs is a challenge all of its own. And when you total all of the factors that you need to consider to make sure it’s a smart purchase – it’s a lot. It’s natural for you to rely on your real estate agent to help you navigate the process. After all, that’s part of the role of an agent. Unfortunately, that’s not always the case. If your real estate agent is acting as a dual agent, it’s not only your interests that he or she has to keep in mind. Read more

by Elizabeth Stapleton Jun 25, 2018

Have you ever been told a piece of paper said one thing, only to realize after you signed that it actually said something else? It’s never a good situation, especially when money’s involved. Fortunately, the Truth in Lending Act (TILA), passed in 1968, provides several protections to borrowers. One protection under the TILA is the right of rescission. The right to rescind an agreement and receive all funds back, no questions asked, was developed to protect consumers entering certain contracts. Read more

by Elizabeth Stapleton Apr 01, 2019

Update: As of January 1, 2018, recharacterization of Roth IRAs is no longer possible due to the passage of the Tax Cuts and Jobs Act of 2017. Once you convert a traditional IRA to a Roth, you no… Read more

by Elizabeth Stapleton May 08, 2017

You might think that VA loans are only available to veterans and current military members. But many surviving spouses may also apply for a VA loan. Are you an unmarried surviving spouse of someone in… Read more

by Elizabeth Stapleton Feb 16, 2018

When a veteran dies, his or her immediate family members can receive financial support from the Department of Veterans Affairs through Dependency and Indemnity Compensation (DIC). In order to receive… Read more

by Elizabeth Stapleton Sep 23, 2022

Veterans and service members who want access to VA benefits must provide certain documentation. For example, members of the National Guard who want to qualify for the VA home loan program must submit… Read more

by Elizabeth Stapleton Apr 25, 2022

The home buying process can seem exciting and daunting at the same time. There are many hoops that you’ll have to jump through and many homes that you’ll have to consider. If you’re trying to save… Read more

by Elizabeth Stapleton Dec 13, 2017

If you’re a veteran who wants to take out a loan backed by the Department of Veterans Affairs, you must be able to prove that you qualify for the VA loan program. In order to be eligible for a VA… Read more

by Elizabeth Stapleton Apr 11, 2017

Finding the house of your dreams can take some time. And if you’re a veteran who’s looking to buy a home, you may not find anything that meets your needs. If that happens, your next best option is to… Read more

by Elizabeth Stapleton Apr 14, 2017

Refinancing can give homeowners the opportunity to adjust their mortgage loan terms and lower their monthly payments. Veterans who need extra money may want to consider applying for a cash-out… Read more

by Elizabeth Stapleton Mar 11, 2020

Tax-loss harvesting as a way to use investment losses to lower your taxes on any capital gains you have in a year. If you’ve only invested in your future by contributing to a retirement account, tax… Read more