Mortgages

Can a home equity line of credit offer clients a bridge loan for troubled times? Says one, “I’m going to call those people and rehire them.”

To ensure their investments stretch as long as they live, clients are advised to develop a sustainable withdrawal plan and consider annuities.

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.

A once-popular loan used to finance home renovations and college tuition is slowly dying, slashing a lucrative source of revenue for the nation’s largest banks.

The tax basis can change when homeowners compute depreciation, loss or gain for sales purposes.

With millennial and Gen Z clients expected to have longer lives than their parents, securing an effective retirement horizon can have its challenges.

Although the average rent in some cities sits well under the thousand-dollar mark, in others, figures above $4,000 are standard.

From Big Sky Country to the peaks of Colorado, here's a look at the metro areas offering owners the most stability and appreciation in home prices over the past 25 years.

Some plan to downsize to an inexpensive town nearby.

Home prices are outpacing wages in about 40% of markets, while 61% were less affordable than the historic average, data shows.

A healthy economy and falling mortgage rates are contributing to a more favorable climate for clients in the market for a new home.