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ChartTalk: This map from Visual Capitalist shows what it takes to buy a home in our 50 biggest American cities. Due to rising interest rates, the salary needed to purchase a median-priced home is up 28% year-over-year.
Home improvements do add to your house’s comfort and value, but there are unscrupulous contractors out there who view the older homeowner as an ideal mark. With this month’s client-letter template, share some advice on how to avoid getting scammed. Plus provide an update on how the economy is doing.
U.S. homeowners typically choose 30-year mortgages, but riskier households in the U.K. choose shorter-term contracts, according to a study by Wharton’s Lu Liu. The findings have implications for mortgage market design, Liu says.
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Savvy Tax Planning School for Financial Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
Begins January 23, 2025
Social Security and Medicare Workshop
With Elaine Floyd, CFP®
December 9–12, 2024
The Discovery Meeting Workshop: Transform Your Discovery Process
February 10–11, 2025