Administrator and executor terms are sometimes used interchangeably, especially by someone who doesn’t know much about law, but are they really the same? Although the duties of both executor and administrator are... Read more »
As first-time homebuyers contemplate their housing options, the financial calculus between renting and owning is essential. Against the backdrop of elevated mortgage rates and soaring home prices, discerning the evolving financial dynamics... Read more »
California-based multichannel mortgage lender HighTechLending appointed reverse mortgage industry veteran Brian Boccia to serve as a senior account executive in its third-party origination (TPO) channel. He joins the company after prior experience... Read more »
Mortgage rates have risen recently but they could be much worse than they are today. As someone who doesn’t believe the Federal Reserve has pivoted and that the Fed enacted a COVID-19... Read more »
A reverse mortgage may be a viable financial instrument to help pay for older Americans’ long-term care priorities, but they — and their implications on entitlement eligibility — need to be fully... Read more »
Research August 25, 2023 HNWIs that fail to prepare for generational wealth transfers could stand to lose up to 40 percent of their estates to taxable events. Image credit: Raymond James By Zach... Read more »