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Tag: Retirement

Financial Literacy Month

April is Financial Literacy Month and the perfect opportunity to educate ourselves about personal finances and how to make informed and effective financial decisions, especially when applying for a mortgage, taking out a student loan, or making credit card purchases. By understanding its value, how it is earned, how it should be managed, invested, and even donated, we are more likely to make the best...

Home equity: Can it make the difference for retirees?

Many consumers may not realize that their home can play an important role when it comes to planning for a secure retirement. In the USA, home equity is one of the most critical creators of wealth for retirees, constituting one of the largest chunks of one’s personal financial assets. When people buy a home, especially their first, they rarely think of it as an investment...