by Asset Strategy | Sep 19, 2022 | Financial Planning, Investing
Second homes can be places for families to gather, lucrative investments, or a mix. Think about what your long-term goals are and how buying a second home would help you achieve them. Is it a place for your family to gather? A place for you to enjoy a particular...
by Asset Strategy | Sep 14, 2022 | Financial Planning, Investopedia, Private Wealth Management
Investopedia How should interest rate changes affect your decision to refinance? That, of course, depends on the interest rate you are currently paying on your mortgage. Even in times of rising rates, an older mortgage could still have a higher interest rate than...
by Asset Strategy | Sep 7, 2022 | Financial Planning, Wall Street Journal
Wall Street Journal When the Covid-19 pandemic arrived in 2020, many individuals took advantage of a federal tax break and withdrew money from their retirement accounts. If they repay the funds—which isn’t required—by next year, they’ll get another tax break, too....
