MagPortal.com   Clustify - document clustering
 Home  |  Newsletter  |  My Articles  |  My Account  |  Help 
Similar Articles
The Motley Fool
April 19, 2007
Dan Caplinger
Raiding Your Retirement for a Down Payment Even though you should be cautious about using your retirement money to fund a down payment on a home, there are still some situations in which it makes sense to use retirement funds as a source of liquidity. mark for My Articles similar articles
The Motley Fool
November 21, 2006
Mary Dalrymple
Mortgage Math How long should it take to pay for your home sweet home? How a mortgage fits into your financial plan depends on you -- your goals, your plans, your spending habits, your financial personality. mark for My Articles similar articles
Registered Rep.
July 30, 2012
Kevin McKinley
Income Strategies for Early Retirees Those who stop working before reaching their "Golden Years" require a specific sort of assistance. mark for My Articles similar articles
Registered Rep.
November 1, 2006
Kevin McKinley
Through the Mortgage Maze The conventional financial planning wisdom is to get out of any debt you may have as soon as possible. But that may not apply to everyone. Here are 10 questions that can help you and your client weigh where that dollar should actually go. mark for My Articles similar articles
Registered Rep.
April 18, 2012
Kevin McKinley
The New Reverse Mortgage Magic There is a lesser-known use of this financial tool: letting qualifying buyers purchase a home with a decent down payment, but no mortgage to pay off, and with no in-depth consideration of their income, assets, or credit situation. mark for My Articles similar articles
Registered Rep.
June 1, 2012
Kevin McKinley
Goosing Returns by Reducing Taxes Take a look at your clients' 1040s to show how you can save them real money right now, and in retirement. mark for My Articles similar articles
Financial Planning
October 1, 2013
Donald Jay Korn
Time for Advisors to Revisit HELOCs? In low-yield times, lines of credit offer tempting interest rates, tax benefits and a backup plan for emergencies. mark for My Articles similar articles
The Motley Fool
June 30, 2004
What's Your Down Payment? Learn to determine how much you should put down when buying a home. mark for My Articles similar articles
Financial Planning
November 1, 2011
June Fletcher
Going Into Reverse Several big banks have abandoned reverse mortgages this year, some watchdog groups have maligned them and consumers have shied away from them. Nevertheless, now may be a good time to recommend them to clients. mark for My Articles similar articles
Registered Rep.
February 20, 2013
Kevin McKinley
Clocking Out: Tax Planning for Clients Near Retirement You have a narrow window to make tax-cutting moves for those on the cusp of retirement. mark for My Articles similar articles
Registered Rep.
December 1, 2005
Todd K. Ballenger
Go With the (Reverse) Flow Help your clients by reversing outdated thinking about reverse mortgages. Learn to accommodate more of their "I needs" and their "I wants." Regard a reverse the way you would a forward mortgage: It is simply a device for improving cash flow. mark for My Articles similar articles
This Old House
Sid Davis
Here's How to Finance Your Remodel Financing a remodeling project doesn't have to be a crap shoot. Here's a game plan for choosing the best deal. mark for My Articles similar articles
The Motley Fool
October 7, 2005
What's Your Down Payment? If you're wondering what percentage of what you're paying for a house should be your down payment, know that there's no single best amount, and it will likely vary according to your situation. mark for My Articles similar articles
BusinessWeek
February 5, 2007
Ellen Hoffman
Pay Off The House? Not So Fast It may be smarter to invest extra money instead of eliminating your mortgage. mark for My Articles similar articles
The Motley Fool
November 28, 2006
Mary Dalrymple
Gas Up Your Mortgage? Could an accelerator program be a good idea if you've worked through your priorities and decided that paying off your mortgage quickly ranks at the top? mark for My Articles similar articles
Registered Rep.
July 5, 2012
Kevin McKinley
Five Mistakes that New Retirees Make Some of your savviest clients still need your help to retire confidently. mark for My Articles similar articles
The Motley Fool
April 23, 2004
Robert Brokamp
Don't Pay for Bi-Weekly Mortgages Most companies charge for a bi-weekly mortgage plan. Why pay when you can do it yourself and save hundreds of dollars? mark for My Articles similar articles
The Motley Fool
March 30, 2005
15-Year vs. 30-Year Mortgages The mortgage you have in mind may not be best for you. mark for My Articles similar articles
AskMen.com
Michael Estrin
How to Take Advantage of Home Equity Nearly 47% of household assets are tied up in the primary residence. Here are two ways to get at that cash and some tips on what you should use it for. mark for My Articles similar articles
Financial Planning
September 1, 2005
Roccy DeFrancesco
The 1% Solution Here's a new way to monetize real estate while still paying interest on a mortgage. mark for My Articles similar articles
The Motley Fool
June 23, 2011
Selena Maranjian
Banks Say No Thanks to Reverse Mortgages Should you do likewise? mark for My Articles similar articles
The Motley Fool
March 28, 2007
Mary Dalrymple
Don't Fail This Mortgage Quiz Avoid payment shock by knowing your mortgage's intimate details. mark for My Articles similar articles
The Motley Fool
October 14, 2010
Selena Maranjian
Think Twice Before You Refinance You may not have considered these factors. mark for My Articles similar articles
Registered Rep.
December 8, 2011
Mark Miller
How Reverse Mortgages Can Help Your Older Clients The reverse mortgage industry is re-focusing on a relatively new lower-cost loan type, which is starting to get traction in the market. mark for My Articles similar articles
Registered Rep.
August 9, 2012
Mark Miller
Reverse Mortgage Madness Two recent studies illustrate the pressure that the housing meltdown is putting on older homeowners - and the risks associated with draining home equity. mark for My Articles similar articles
Financial Planning
June 1, 2010
Jeanne Lee
House Money As 401(k)s shrink and Social Security replaces a smaller share of income, retirees may need to reconsider tapping the value in their homes. mark for My Articles similar articles
The Motley Fool
December 31, 2004
The Reverse Mortgage Lowdown You can sell your home but stay in it -- sort of. A reverse mortgage allows you to convert the equity in your home into a lump-sum payment, monthly income, or a line of credit. mark for My Articles similar articles
Registered Rep.
January 18, 2013
Kevin McKinley
Forget Chasing Yield; Cut Taxes for Extra Income Stop chasing higher yields, returns, and risks, and instead use these methods to reduce your working clients' income tax bills. mark for My Articles similar articles
Registered Rep.
April 27, 2011
Kevin McKinley
Reverse Mortgages Preferable to Selling Mom's Home Many of your Boomer clients have elderly parents who are facing a seemingly unsolvable problem: how to produce enough income to cover increasing living costs without jeopardizing investment principal. mark for My Articles similar articles
The Motley Fool
April 21, 2010
Dan Caplinger
Is the Housing ATM Reopening? Many seniors will be glad to hear what a number of lending institutions are saying about reverse mortgages. They are getting less expensive. mark for My Articles similar articles
The Motley Fool
April 17, 2006
Your Down-Payment Portion Don't put down 20% on your new home unless it makes sense for you. mark for My Articles similar articles
BusinessWeek
February 5, 2007
Ellen Hoffman
Pumping Up Your Reverse Mortgage New 'jumbos' are giving retirees the cash they need to stay in their houses. mark for My Articles similar articles
The Motley Fool
October 18, 2006
Selena Maranjian
Choose: Your Mortgage or Your Retirement One obvious choice that many of us face when we've got some extra money to sock away is whether to apply it to our mortgage or our retirement. So, what's the right choice? mark for My Articles similar articles
The Motley Fool
January 24, 2007
Dan Caplinger
Lock That Rate! Safeguarding against mortgage rate movements can save you thousands. mark for My Articles similar articles
The Motley Fool
September 1, 2004
Don't Overpay for Your Mortgage For most homeowners, the mortgage payment is by far their biggest monthly expense. Spending 60 seconds reviewing it can do wonders for your budget. So, let's take a look... mark for My Articles similar articles
The Motley Fool
January 22, 2004
Optimize Your Mortgage Take a minute to see if you can benefit from even lower interest rates. mark for My Articles similar articles
Registered Rep.
December 24, 2014
Kevin McKinley
Withdrawal Strategies For Early Retirees Early retirees have to deal with hassles, taxes and penalties if they need to withdraw money from individual retirement accounts, Roth IRAs, and the like. mark for My Articles similar articles
The Motley Fool
June 17, 2005
Selena Maranjian
10 Things to Know About Mortgages You have a lot of options when it comes to financing your home. Most of us are familiar with mortgages, but even experienced home-buyers may not be aware of a few meaningful facts and options. Here are some interesting details about mortgages. mark for My Articles similar articles
BusinessWeek
June 14, 2004
Peter Coy
The Right Way To Choose A Mortgage With gasoline over $2 a gallon and inflation making headlines, the conventional wisdom says you should get a fixed-rate mortgage. That seems sensible, but it's the wrong way to choose a mortgage. mark for My Articles similar articles
This Old House
December 2007
Keith Pandolfi
How to Escape Mortgage Disaster If you foresee trouble making you mortgage payments next year, don't panic - there are options out there to help you stay afloat mark for My Articles similar articles
The Motley Fool
February 28, 2007
Mary Dalrymple
Home, Wealthy Home Ways you might tap into your home equity during retirement. mark for My Articles similar articles
BusinessWeek
July 14, 2003
Anne Tergesen
Home Loans with Bells and Whistles Some new twists on mortgages offer more flexibility -- for a price. mark for My Articles similar articles
The Motley Fool
September 17, 2004
Roy Lewis
Retirement Loans: Is the Interest Deductible? Make sure that you think things through before you decide to borrow against your plan. mark for My Articles similar articles
The Motley Fool
December 27, 2006
Mary Dalrymple
To Prepay or Not to Prepay If you've ever wondered whether it's a better financial strategy to prepay your mortgage or to save more for retirement, a recent study provides a few insights. mark for My Articles similar articles
The Motley Fool
March 7, 2007
Mary Dalrymple
The Finer Points of Homeownership You can deduct all kinds of home-related expenses, but the tax rules can be tricky. mark for My Articles similar articles
The Motley Fool
May 21, 2004
Roy Lewis
Pension Loan Breaks Tax law permits a few breaks on loan interest for those borrowing against their future. mark for My Articles similar articles
The Motley Fool
December 22, 2006
Mary Dalrymple
Points for Mortgage Savvy It doesn't always pay to pay discount points. mark for My Articles similar articles
The Motley Fool
December 8, 2006
Mary Dalrymple
Mortgage Power for Everyone Arm yourself with information before shopping for a home loan. mark for My Articles similar articles
The Motley Fool
January 25, 2008
Morgan Housel
Rate Cut Means Refi Madness Mortgages are almost at record low rates. Does this mean we will return to the days of easy money? mark for My Articles similar articles
The Motley Fool
October 5, 2006
Selena Maranjian
Down Payment Via Your 401(k)? Readers pool their brainpower to discuss the best homebuying strategies. mark for My Articles similar articles