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With retirement pressures mounting, Gen Xers and baby boomers are increasing IRA contributions in a bid to catch up, according to a new Fidelity study.
September 10 -
A report from Multiply Mortgage reveals how mortgage benefits could be the game-changing support Gen Z employees are looking for.
July 10 -
One in every 5 employees plan to delay buying a home due to their financial status, but with the right kind of assistance from their workplace they wouldn't have to.
October 28 -
In an annual index of more than 380 metropolitan areas, The “Most Dynamic Metropolitans” report ranks places based on economic, employment and wage growth criteria, as well entrepreneurship metrics like business creation.
April 5 -
These locations boast a low cost of living, affordable housing prices and good WiFi access.
August 23 -
Homeownership can be a major contributor to employees’ overall financial well-being, security, and stability, all of which can add to their productivity and overall satisfaction at work.
August 18
SoFi -
Pinterest canceled a large office lease at a building to be constructed near its San Francisco headquarters, marking one of the most significant moves yet by a big tech company to scale back real estate plans amid the COVID-19 pandemic.
August 31 -
The coronavirus pandemic, and the accompanying mass shift to doing white-collar work from home, has led to reports of real estate frenzies in scenic places.
August 27 -
The property should allow them to live close to their loved ones and fit their financial plan, according to a CFP.
July 1 -
Heavily weighting any single stock has the potential to make a portfolio more volatile.
March 18 -
One particular lifestyle choice can have real-world consequences for your client's retirement portfolio.
August 16 -
States with unfunded public employee retirement obligations will have to rely on real estate property as their ultimate collateral to deal with the risk.
August 7 -
Those who can't downsize can still rent out a portion of their property to help cover expenses.
June 22 -
The new tax law has nearly doubled the standard deduction and limits the deduction for state and local taxes, making it less likely for taxpayers to itemize their deductions.
June 7 -
A new survey finds that three-quarters of baby boomers expect to postpone retirement due to a unrealistic expectations of medical expenses, among other reasons.
May 24 -
A new survey finds that three-quarters of baby boomers expect to postpone retirement due to a unrealistic expectations of medical expenses, among other reasons.
May 24 -
Rents have increased an average of 3% annually over the 14-year time period of the study, while incomes have declined .1% annually.
May 10 -
Those who leave the workforce can maximize the tax benefits by donating a portion of their IRA assets directly through a qualified charitable distribution
November 22 -
Clients should plan to replace roughly 80% of their pre-retirement income after they leave the workforce for good.
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