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When To Use An Adjustable-Rate Mortgage

papers, a model wooden house, and a set of keys.

With home prices soaring in 2021 and interest rates climbing in 2022, many prospective homebuyers are considering alternatives to the traditional fixed-rate mortgage. Although adjustable-rate mortgages are a popular option with real upsides, borrowers should also be aware of potentially significant risks.
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An ESG Investing Hazard For Fiduciaries

As ESG investing evolves, more people may want their trusts or employer-provided retirement plans to reflect their values. Trustees and managers subject to fiduciary duty should take special care to document their decisions if they incorporate ESG considerations into their investment strategies.
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Managing Remote Workers Is Nothing New

If you intend to make remote work part of your business going forward, as a manager, you should keep several best practices in mind. You should stay mindful of operational and strategic considerations, too.
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Securing Your IRA Goals After The SECURE Act

January 2020 may feel like a long time ago, but it marked a relatively recent update to the rules governing retirement accounts, especially individual retirement accounts. This means that even if you previously decided how to handle your traditional or Roth IRA upon your death, you may need to revisit your plan to ensure it still works the way you intend.
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Retiring To A Simpler Life Abroad Is Not So Simple

Moving abroad may affect your retirement plans. Workers in the process of saving for retirement and retirees trying to prudently budget their existing savings should both approach an overseas move, whether temporary or permanent, with care.
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Greener Prospects For ESG Investing

Seeking investments to do good, not just to do well, has been gaining popularity as a wealth management approach. Luckily, as ESG funds grow up, this goal is also becoming more practical.
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