One question that we often get from people who have a little bit of extra money to save is whether or not they should invest that money, or should they use it to pay down (or pay off) their mortgage?
You may have noticed that 2018 is quickly coming to an end. When it comes to retirement and tax planning, right now can be a really good time to take care of some things that need to be done before the year is out. Unfortunately, this is also a time where people tend to make some not-so-good decisions about RMDs, Roth conversions, asset appreciation – things like that.
If you’re thinking about buying or selling your home, you probably have some questions. The process can be long and stressful, and many of the rules have changed over the past couple of decades. So whether you’re a buyer or a seller (or both), here are 3 tips to help you play it smart.
If you were to ask people what their personal definition of “wealth” is, you’d probably get a different answer from just about everyone. You might think that “having lots of money” would be the standard definition, but according to a survey for the Modern Wealth Index from Charles Schwab, only 11% gave that answer.