Money Pros Need Financial Advisors, Too. How One Firm Helps Them.
Barron's » Financial Planning
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1w ago
Even successful investment professionals managing billions of dollars need help managing their own wealth. These advisors are happy to serve them ..read more
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Mortgage Rates Stay Steady. There Are More Homes for Sale, but Costs Remain High.
Barron's » Financial Planning
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1w ago
The average 30-year fixed mortgage rate this week was 6.82%, according to Freddie Mac ..read more
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The Math of Owning a Home in Retirement Has Changed
Barron's » Financial Planning
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1w ago
Home prices are at a premium in many markets. Selling and pocketing the cash is an attractive option for some retirees now ..read more
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Tax Refunds Don’t Drop Out of the Sky. Put Them to Work.
Barron's » Financial Planning
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1w ago
By using your refund to pay off credit-card debt or fund a Roth IRA, you can make a difference in your finances ..read more
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Spread the Wealth: Stock Funds That Go Beyond the S&P 500
Barron's » Financial Planning
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1w ago
Don’t put all your cards in the Magnificent Seven. These stock funds offer investors true diversification—and that will pay off in more growth opportunities and better protection ..read more
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Parents Stand to Gain as Biden Tries Again on Student-Loan Forgiveness
Barron's » Financial Planning
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1w ago
The Supreme Court rejected an earlier proposal to cancel up to $20,000 in debt for eligible federal borrowers ..read more
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Time to Dump Your Target-Date Fund? Consider Your Age and 3 More Things.
Barron's » Financial Planning
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2w ago
The funds work well for young people, but older investors may need more customized investments ..read more
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Living in Florida Isn’t Always Cheaper. There’s More to Consider Than Money.
Barron's » Financial Planning
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2w ago
Soaring real estate costs, inflation, and costly homeowners insurance are eating away at the cost benefits of moving to Florida and other states once considered affordable ..read more
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These Retirees Have a Good Problem. They Aren’t Spending Enough.
Barron's » Financial Planning
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2w ago
Many seniors, worried about market declines and uncertain healthcare costs, spend far less than they could, advisors say ..read more
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Tax Day Is Close. 4 Last-Minute Moves That Can Get Missed.
Barron's » Financial Planning
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2w ago
While many strategies such as harvesting losses to offset capital gains had to be completed before Jan. 1 to count for 2023, there are still ways to wring out benefits retroactively.  ..read more
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