Mortgage rates fall to lowest level in over 2 months
Mortgage rates fell for a sixth consecutive week to the lowest level in more than two months, mortgage buyer Freddie Mac said on Thursday. Freddie Mac's latest Primary Mortgage Market…
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5 Ways To Extend A Trust
Passing money from one generation to the next in trust can have its pitfalls. Often when a trust is created,…
State Exit Taxes And Other Innovative Way To Tax Former Or Departing Residents
Before moving from a state or establishing a second home, know how the state you currently reside in will react.…
Estate Tax Repeal – Could It Be Real?
Introduction U.S. Rep. Randy Feenstra (R-Iowa) introduced a bill called the Death Tax Repeal Act on Feb. 13, 2025, with…
Mortgage rates fall for fifth week in a row, hover near 7%
Mortgage rates fell for a fifth consecutive week, hitting the lowest level since December but remaining elevated near 7%. Freddie…
Congress Increases Social Security Benefits For Some State And Local Government Employees
In late 2024 just before the end of its session, Congress passed the Social Security Fairness Act. The President signed…
4 Steps To Preserving A Collection Or Other Special Assets
One of the most difficult steps in estate planning is developing a plan to preserve a collection or other special…
Asking Yourself ‘Now What?’ After Seeing The Social Security Fairness Act?
For those of you that have been affected by the Windfall Elimination Provision or the Government Pension Offset, this may…
The Biggest Mistake You Can Make With An Old 401(k)
When you change jobs, you’ll need to decide what to do with your old 401(k). A common choice is to…
Cal Newport’s Productivity Hack That Can Also Help You Escape Financial Burnout
Burnout isn’t just an issue in the workplace. In fact, it may be even more common in our financial lives.…
How To Safely Spend Your Retirement Savings
Many retirees plan to spend their retirement savings quite frugally, according to a few recent reports and studies. For example,…
How Investors Can Win The Inflation Race
Bad: stubborn price increases. Surprisingly good these days: Your ability to outrun them. By William Baldwin, Senior Contributor Ugly truth…
3 Tips From My Own “Man On The Inside” Of The Retirement Community
My husband and I enjoy the Netflix show, “Man on the Inside,” starring Ted Danson. Danson plays Charles, a retired…