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Experts say stronger-than-expected existing-home sales show that the real estate market is cooling—not crashing.
Whether interest rates are high or low, clients will still need to refinance their homes from time to time. Here are some tips on how to help them do it as cheaply as possible.
Banks have come out with a variety of new products designed to help borrowers get into high-priced homes. They may be perfect for your clients, but there are always risks involved.
Given the large equity buildup many homeowners have enjoyed, perhaps residential real estate should be managed just like any other security in the client's portfolio. Which means you need to be familiar with tax laws and market guidelines for this sensitive asset.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
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May 19–20, 2025