If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the same time. Many couples go through the
Mortgage rates have risen above 7%, leaving many buyers feeling like a reasonable mortgage is out of reach. While current rates look high compared to the ultra
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If you’re over the age of 62 and in need of some extra cash flow in your retirement, you may be considering a reverse mortgage. Borrowing money from your home
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The world of finance is never static. It's an ever-changing landscape that reflects the ebb and flow of economic indicators, political events, and public
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No matter how you invest, you may have biases that are impacting your decisions. Are you affected by one of these common biases?
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What exactly is dollar-cost averaging? And how can reverse dollar-cost averaging be risky to those who live on a fixed income?
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The IRS recently updated some rules about trusts that could make your heirs accidentally liable for capital gains taxes.
It's another quiet change that could
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Nearing retirement age and looking to reduce your expenses? Moving to a smaller home may help you save.
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How often do you set new financial goals? How often do you achieve them?
Most of us aren’t very successful with our goals, even when we have the best intentions
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Looking to potentially increase your income without working extra hours? A passive income investment may bring you closer to your wealth-building goals.
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Goal-setting. It's the bread and butter of success across so many domains. But are you only scratching the surface? Dive deeper. A financial professional doesn
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Thinking about retirement and fixed-income living can be overwhelming. Here are some things to consider when planning your retirement.
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