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Insights & Ideas

Keeping you at the forefront of modern investing
Fixed-rate mortgages can offer stability, while adjustable-rate mortgages tend to be more flexible. Which would work better for you?
A VA mortgage can make it easier for service members to buy a first home, but it's still a complicated decision.
Whether it makes financial sense to pay off your mortgage depends on your individual situation. Here are some things to consider.
A reverse mortgage could help you "age in place," but it's essential to weigh the benefits, costs and risks.
Being 65 doesn't mean you have to retire—but you do need to prepare for a smooth transition when the time comes.
Thinking of downsizing? There can be considerable financial rewards, but that's not the only consideration.
Falling interest rates may have you thinking about refinancing your mortgage but here's what else to consider.
Four common reasons to refinance—and why they might not make sense for you.
A second home is a substantial investment that lives by different rules than your primary residence. Here’s what you need to consider.
Seven faulty assumptions that could derail your savings goals—and how to avoid them.
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