A DAF is a financial account offered by certain organizations that allows donors to make charitable contributions that align with their tax planning, while granting funds to charities of their choice over time.
A DAF is a financial account offered by certain organizations that allows donors to make charitable contributions that align with their tax planning, while granting funds to charities of their choice over time.
With 30-year mortgage rates hovering in the 3% range and the S&P 500 Index up over 15% year-to-date (through July 15, 2021), many who have large sums of cash on hand are asking: Should I pay off my mortgage, or invest in the markets? If you find yourself asking that question, here are some things to consider.
With 30-year mortgage rates hovering in the 3% range and the S&P 500 Index up over 15% year-to-date (through July 15, 2021), many who have large sums of cash on hand are asking: Should I pay off my mortgage, or invest in the markets? If you find yourself asking that question, here are some things to consider.
With 30-year mortgage rates hovering in the 3% range and the S&P 500 Index up over 15% year-to-date (through July 15, 2021), many who have large sums of cash on hand are asking: Should I pay off my mortgage, or invest in the markets? If you find yourself asking that question, here are some things to consider.
Americans are on the move. Whether due to changing job arrangements, including the flexibility to work remotely, or a desire to be closer to family, there has been significant transition and activity in the housing market. If you are contemplating a move out-of-state, check out this worksheet to help you consider all the variables to making a good decision.
With 30-year mortgage rates hovering in the 3% range and the S&P 500 Index up over 15% year-to-date (through July 15, 2021), many who have large sums of cash on hand are asking: Should I pay off my mortgage, or invest in the markets? If you find yourself asking that question, here are some things to consider.
With 30-year mortgage rates hovering in the 3% range and the S&P 500 Index up over 15% year-to-date (through July 15, 2021), many who have large sums of cash on hand are asking: Should I pay off my mortgage, or invest in the markets? If you find yourself asking that question, here are some things to consider.
Americans are on the move. Whether due to changing job arrangements, including the flexibility to work remotely, or a desire to be closer to family, there has been significant transition and activity in the housing market. If you are contemplating a move out-of-state, check out this worksheet to help you consider all the variables to making a good decision.
Dan Westin, CFP®, and CEO of QA shares his thoughts on what variables are important to consider when developing your investment plans.