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Insights & Ideas

Keeping you at the forefront of modern investing
CONTENT WITH Real Estate
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Depending on your individual circumstances and preferences, there may very well be a good case for renting.
Moving to a smaller house can have many financial advantages. Here’s what you should consider from a tax perspective.
Fixed-rate mortgages can offer stability, while adjustable-rate mortgages tend to be more flexible. Which would work better for you?
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The COVID-19 crisis has had a big impact on REITs.
Buying your first home can be exciting, but make sure you’re prepared for all of the financial ramifications.
Whether it makes financial sense to pay off your mortgage depends on your individual situation. Here are some things to consider.
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There are generous exclusions for capital gains on the sale of a home—but timing is crucial.
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There’s more to real estate investment trusts than just income.
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Thinking about using IRA assets to buy a retirement home? Have you also thought about the potential consequences?
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Is borrowing from your 401(k) the best approach when buying your first home?
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