Real Estate

A Way to Beat High Mortgage Rates? Take Over Someone Else’s Loan.

Assumable mortgages are like a time machine to the lower rates of the past, but potential home buyers face significant hurdles before they are approved.

Americans Went All-In on Self-Storage. That Demand Is Suddenly Cooling.

Faced with declining demand and rising costs, storage facility owners are slashing prices for new customers and raising them for existing ones.

Windfalls from Home Ownership Start to Erode

While first-quarter home-sale prices were up in most markets, other measures show residential real estate may not be as stable as it appears.

Rent Increases Vastly Outstrip Wage Growth in These Markets

A new Zillow analysis shows U.S. rents have surged in most markets over the last five years — but a couple cities are clear leaders.

Should Boomers Gift Their Home to Their Kids?

Parents may think they’re doing them a big favor, but everyone may lose if it’s not thought through carefully. (By Jim CIprich)

Are Rental Properties Worth Owning?

Before engaging in buy-and-hold activity, it’s important to consider cash flow, goals, stress thresholds and more.

VA Loans Don’t Cover Commissions. How Will Veterans Afford New Fees?

An agreement ending Realtor commission sharing adds an extra cost for military families seeking to buy a home with a VA loan.

A Showdown Pits Owners of Second Homes Against Full-Time Residents

Controversy erupts at a gated community in the Poconos after newcomers rent their second homes to vacationers.

Are You a Second-Home Person?

City dwellers need to consider a lot of pros and cons before they commit to a vacation home.

As Gen Xers Inch Toward Retirement, They’re Considering Where to Live

Gen Xers are willing to pay for extra space to take care of other family members, such as grandchildren, adult children and aging parents.

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Bluespring Wealth Partners Acquires Scottsdale, Ariz., firm

Led by husband and wife Kevin and Carrie Dick, KDI Wealth Management oversees $750M in client assets and is rated in the top 10 in state by Forbes.

Judge Halts Rule Capping Credit-Card Late Fees

A federal judge in Texas halted the Consumer Financial Protection Bureau's new rule capping credit card late fees at $8.

Inflation, Economic Uncertainty Upending Retirement Dreams for Many

Nationwide’s Advisor Authority survey finds many are taking non-traditional approaches to retirement, including moving in with their adult children.

Perigon Wealth Management Appoints Head of Advisor Success and Integration

Maria Daley has more than 30 years of experience leading business development and relationship management teams.

SEC Wants RIAs to Verify Customer Identities

The SEC and Treasury say the rule is needed because customers have used RIAs for illicit foreign financial activity in the United States.

Concerns About Insufficient Savings Keep Many Retirees Awake, Survey Finds

Among those in retirement, 32% fear they have too little savings, according to the Schroders 2024 US Retirement Survey.

Families to Save $10 Billion Annually in Credit Card Late Fees

This estimate comes from the Consumer Financial Protection Bureau, whose new rule capping late fees at $8 is effective May 14.

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