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Wells Fargo will temporarily stop accepting applications for home equity lines of credit, following a similar move by rival JPMorgan Chase.
April 30 -
The nation's largest bank is temporarily reducing its exposure to the mortgage market amid rising unemployment and estimates that home prices could drop by 10%.
April 16 -
To ensure their investments stretch as long as they live, clients are advised to develop a sustainable withdrawal plan and consider annuities.
March 6 -
Here's a look at where borrowing clients can save the most over the life of their loans.
May 20 -
Experts say these loans deserve a second look, partly because of a series of federal reforms in recent years.
March 13 -
More states should follow in California’s footsteps in making it easier and cheaper for seniors to tap home equity, writes Alicia Munnell, director of the Center for Retirement Research at Boston College.
October 17 -
These loans can be a good option in some cases, but they're not a cheap way to borrow money so senior citizens with good credit may have cheaper alternatives.
September 19 -
Although the rules have become more lenient, high-income clients must not be complacent.
July 3 -
Sweeping tax changes have made it more important than ever to understand what is, and isn’t, deductible.
April 8 -
Borrowers can still use the allowance as long as it’s for home improvements.
March 20 -
Retirement investors may want to adopt the billionaire's investing strategy if their risk tolerance allows them.
February 22 -
Underlying strategies make them more tax-efficient than actively managed mutual funds, an expert says.
February 13 -
Despite questions about the hastily cobbled legislation, there's some consensus as to what advisors and their clients can do now to avoid unpleasant surprises.
January 29 -
Deciding between a home equity line of credit and cash out refinance mortgage has gotten more complicated following the recently passed tax overhaul.
January 9 -
There’s a powerful source of income hiding in your client’s home.
December 20 -
The right debt strategy can help clients make better decisions with capital allocations.
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