It was a complicated day for mortgage rates. Officially, at the time of this article, the average top tier 30yr fixed rate is a hair lower than it was yesterday. But rates are based on bonds and bonds are telling a different story. In the wake of the release of the minutes from the most […]
Rates Mostly Steady, But Some Signs of Trouble in The Afternoon Read More »
Editor’s note: This is part three of a four-part series about how to create and use your own Estate Planning Playbook. Part one introduced the concept and why it matters. Part two focused on the family love letter, a heartfelt guide to end-of-life preferences. In this article, we cover the often-overlooked details that can cause
Pets to Paintings: Little Things Can Cause Big Estate Trouble Read More »
The One Big Beautiful Bill (OBBB), signed into law in July, made headlines with promises of tax relief and economic growth. But for retirees, the reality is more complicated and, in many cases, more costly. While the law extends some favorable tax brackets and introduces deductions for older Americans, several provisions do little to support
Potential Trouble for Retirees: The OBBB’s Impact on Retirement Read More »