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Home
What to Know Before Buying a Condo
Here's what you need to know if you're thinking about purchasing a condo as a vacation home or primary residence.
Although there are many benefits of buying a condo, there are also a few caveats to consider—particularly if you're choosing between buying a condo versus a house.
Home
How Empty Nesters Are Downsizing
Today's empty nesters are taking four different approaches to downsizing—including upsizing.
The tried-and-true strategy of buying a smaller home once your kids become independent may still be the best option for many.
Retirement
A Strategic Approach to Social Security Benefits
Determining when to start your benefits is one of your key pre-retirement decisions.
Figuring out the right time to claim may also depend on your spouse's situation, your work plans and the other savings you have to support your retirement.
Home
HELOC Versus Home Equity Loan: How to Choose
Before tapping into your home's equity, know the pros and cons of a HELOC versus home equity loan.
While the two options share similar benefits, there are some critical differences between a HELOC and home equity loan that may impact which is the right fit for your goals.
Home
10 Home Improvements That Increase Value
See which home remodeling projects actually pay for themselves.
When it comes to home improvements that add value, projects that increase curb appeal tend to have high return on investment.
Career
How to Take Full Advantage of a Pay Raise
Learn how your next steps after a raise can help you take control of your finances and your future.
Once you have a sense of how much extra income the pay raise will actually produce, you can begin figuring out the best ways to put it to work.
Investing
Wealth Management Technology Can Help Power Your Financial Planning
There's no replacement for professional advice, but tech tools can add power and precision to the advice you get from your human advisor.
Wealth management technology isn't just an option—it's essential to your pursuit of prosperity.
Family
Car Buying Trends in the 2024 Market
The markets for new, used and electric vehicles are shifting rapidly.
While inventory levels continue to stabilize, semiconductor chip shortages are still playing a role in keeping dealer supply relatively low in 2024.
Retirement
Ease Fears of Running Out of Retirement Money
No amount of worry can increase your account balance, so focus on what you can control.
With retirement, it's not just about the numbers. It's asking, 'What is retirement going to look like? What do I really need to survive? What do I need to be happy?
Retirement
Put Your Retirement Plans Through a Stress Test
It's good to take a realistic look at your dreams and interests before your retirement date arrives.
While there are plenty of unknown variables in any retirement outlook—think market volatility, life expectancy and inflation—you can try to control and plan for certain aspects.
Home
A Guide to 2024 Housing Market Trends
Our bankers weigh in on what may happen to home sales in light of interest rate moves and changes to agents' fees.
Things may be looking up for both buyers and sellers.
Family
Securing Your Financial Future During a Divorce
It's important to surround yourself with the right advisors and follow some crucial steps during a divorce.
Creating a plan and being sure you're making decisions about everything that's in your control at this time is critical.
Family
Unique Planning Challenges When Caring for a Child With Special Needs
From special needs trusts to government resources, families need to consider a broad array of options.
There's an entire ecosystem of factors influencing financial planning for families with special needs.
Retirement
Save Smarter for Retirement With These Strategies
Once you have enough for retirement, other saving options may hold advantages.
For 401(k)s, watch out for the notion that retirement planning is merely is limited to opening a 401(k) and then putting as much money into it as you can.
College
College Savings: The Rules are Changing
529 plans have more flexibility than they once did, and there are other ways to save for college.
While 529s are the only tax-advantaged savings vehicle for college, there are other options that do create flexibility.
Retirement
Inherited IRA Rules
An inherited IRA can be a financial gift, but there are some rules for how you can use it.
The laws around receiving an IRA vary, depending on your relationship with the person who left it to you.
Showing 33 - 48 of 349 results
Showing 33 to 48 of 349 results
