Mortgages

The property should allow them to live close to their loved ones and fit their financial plan, according to a CFP.

Early planning for potential tax hikes is key.

While income growth and declining mortgage rates have boosted affordability nationwide, not all markets are experiencing the shift.

They can do research by visiting funeral homes to get a better understanding of cost and burial details.

As the bond market drives yields down because of the economic turmoil, mortgage rates moved in concert.

Households struggling with even modest debt levels may be less resilient than in years past, research shows.

Here's a look at where borrowing clients can save the most over the life of their loans.

The definition of "rich" can depend on where your clients live.

More house for less money: Homebuyers are pouring into regions that offer lower taxes and larger homes.

With flat housing prices and low mortgage rates, now may be an ideal time to buy.

Heavily weighting any single stock has the potential to make a portfolio more volatile.

From New York to Seattle, here's a look at cities with the best client purchasing power for the competitive spring home sales market.

Experts say these loans deserve a second look, partly because of a series of federal reforms in recent years.

In a tense back and forth with lawmakers, the embattled CEO pushed back on claims that the bank still pressures employees to hit sales targets and retaliates against those who speak up.

Many local markets are faring even worse than the national landscape.

Changes have left some clients surprised by tax bills or tiny refunds. How to explain what happened and prep them for next year.

A financial advisor at another firm says he was promised a lower mortgage rate at Bank of America if he deposited money into his Merrill Edge account.

Here's a look at seven mortgage lending trends that will shape the housing market this year.

Some companies on SourceMedia’s Best Fintechs to Work For list offer their employees extra time off to live boldly.

With prices plateauing, the time to purchase a home could be now.