Real estate prices can move sharply in both directions, providing an opportunity for savvy investors. Capitalizing on those opportunities, however, is difficult. For most, a house should be thought of primarily as a roof over your head and a great place to raise the kids.
TAG: Financial Planning
The cost of a college education continues to rise faster than general inflation, making saving for a child’s future education a daunting task. Fortunately, state-sponsored college savings programs known as “529 plans” help families meet this challenge.
Studies show the lion’s share of a portfolio’s performance is due to its asset allocation. Accordingly, many investors keep a watchful eye on their mix of stocks, bonds, real estate and cash. But few investors pay much attention to asset location. Doing so, however, can help reduce their tax bill