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Insights & Ideas

Keeping you at the forefront of modern investing
Whether it makes financial sense to pay off your mortgage depends on your individual situation. Here are some things to consider.
You can use IRA assets to purchase a retirement home, but make sure it makes financial sense.
As home prices have risen, so too has the demand for jumbo loans.
Home renovations are exciting—and expensive. Having equity in your home can help you foot the bill.
Fixed-rate mortgages can offer stability, while adjustable-rate mortgages tend to be more flexible. Which would work better for you?
There are rules of thumb for how much house you can afford, but there's a lot more to consider.
Overwhelmed by financial clutter? A little spring cleaning now could save you time and money later.
Learn more about the impact of a rising federal funds rate on the financial markets and many consumer rates.
Being 65 doesn't mean you have to retire—but you do need to prepare for a smooth transition when the time comes.
Whether or not to pay off your mortgage before you retire is a balance of practical considerations and peace of mind.
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