Mortgage rates rise for fourth straight week, inching closer to 7%
Mortgage rates ticked up for the fourth straight week, climbing toward 7% as elevated rates and high home prices continue to snuff out demand in the housing market. Freddie Mac's…
InnovAge And Sacramento, California Score Big With PACE Programs
In early November I was invited to tour the Sacramento, California PACE operation. PACE is an acronym that stands for…
Fixing Social Security’s 8-Year Cliff Rely On Trust And Stephen Goss
What We All Agree About Social Security: Insolvency Looms Large Federal policymakers and the general public—to the extent that they…
Mortgage rates kick off 2025 with an increase, nearing 7%
Mortgage rates are up for a third straight week to the highest since July, further hindering demand in the already-stagnant…
Many Rich Americans Have Already Paid Their 2025 Social Security Taxes
Shortly After Midnight On New Year’s Eve, 229 Americans Have Already Paid Their Social Security Tax Earnings over $176,100 per…
Don’t Need Your 529? Turn It Into A Roth IRA
Don’t Let Your 529 Go To Waste If you set up a 529 education plan for your children or grandchildren…
How A Child IRA Can Help Reduce Your Tax Liability
As the end of the year approaches, you should be asking yourself what tax strategies you might be missing out…
How To Make Your Family’s Wealth Last For Generations
By Rachel Leland, Next Avenue While reliable data shows that the very rich are, for the most part, getting much…
Why Increased Longevity Means You Need To Rethink Your Retirement
It’s no secret that many people today are living longer compared to previous generations, extending their retirement years well into…
5 New Years’ Resolutions For Retirees
It’s always a good idea to revisit your retirement plans to see how you can make changes that can help…
A Child IRA For Your Kids Or Grandkids
The gift-giving season is upon us, and if you’re like many, you’ll be looking for a last-minute gift that isn’t…
Mortgage rates rise for second straight week, highest since July
Mortgage rates spiked this week to the highest level in five months, ending the year slightly higher than where they…
Corporate Transparency Act Filing Requirements Reinstated: Act Now
Overview The Corporate Transparency Act (CTA) filing requirements have been reinstated and most filings will now be due January 13,…