Mortgages

Aside from refinancing, retirees are advised to consider downsizing their homes to reduce overall spending.

A Roth conversion “not only to minimize heirs’ tax burden but also to sustain the growth of [their] retirement savings."

Retirees can reverse their claiming decision, but not without considering one important caveat.

Investors who plan to retire early are advised to start saving as soon as possible and diversify their earnings with multiple sources of income.

Seniors can claim tax deductions for payments made on their homes, allowing them to reduce their tax burden when they retire.

Ill-prepared investors are advised to vigorously plan their expenses and aggressively save in their 401(k)s and IRAs.

From the Southeast to the Midwestern plains, here's a look at the 12 cities where first-time homebuyers can afford the largest share of houses for sale, according to First American.

The announcement is part of an ongoing mashup of financial services. The target audience? The customers of traditional banks.

With careful planning, they can be among the 72% of U.S. students to get need-based assistance.

Advisors will be able to offer “different types of lending,” CEO Walt Bettinger tells planners at the company’s Impact conference.