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Insights & Ideas

Keeping you at the forefront of modern investing
CONTENT WITH Real Estate
Whether it makes financial sense to pay off your mortgage depends on your individual situation. Here are some things to consider.
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There are generous exclusions for capital gains on the sale of a home—but timing is crucial.
Moving to a smaller house can have many financial advantages. Here’s what you should consider from a tax perspective.
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There’s more to real estate investment trusts than just income.
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Thinking about using IRA assets to buy a retirement home? Have you also thought about the potential consequences?
Fixed-rate mortgages can offer stability, while adjustable-rate mortgages tend to be more flexible. Which would work better for you?
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Is borrowing from your 401(k) the best approach when buying your first home?
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Hesitant to buy that first home even though you've saved for a down payment? You need to ask yourself some questions.
Buying your first home can be exciting, but make sure you’re prepared for all of the financial ramifications.
Having a financial plan can help you navigate major life events, like buying a new house. Find out what this young couple learned.
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