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☆ Why mortgage rates remain so high—and what to expect in 2025
  + stars: | 2024-12-30 | by ( Mike Winters | ) www.cnbc.com   time to read: +1 min
Mortgage costs stayed stubbornly high in 2024, with 30-year fixed rates holding well above 6% for most of the year. But mortgage rates haven't really budged, frustrating potential buyers who had been holding out for lower home financing costs. Instead, mortgage rates track more closely with 10-year Treasury bond yields, which lenders use as a benchmark for setting long-term borrowing costs. These yields remain high due to lingering concerns about inflation — fueled by a strong economy and expectations of more deficit spending under president-elect Donald Trump. As a result, mortgage rates could remain higher than expected in 2025, he says.
Persons: Donald Trump, Trump, Doug Carey Organizations: Federal Reserve, Investors
☆ 6 steps not to forget before retiring early in 2025, according to financial advisors
  + stars: | 2024-12-30 | by ( Holly Johnson | Read More | Read Less | ) www.businessinsider.com   time to read: +7 min
But, financial advisors agree early retirees shouldn't jump ship until they have all their financial ducks in a row. Fortunately, Newell says ACA subsidies are based on income and not assets, which means early retirees may have some power over how much they pay in premiums. Look into the rule of 55Brandon Renfro, PhD, who is also a financial advisor, says the rule of 55 can be helpful for early retirees who want to access workplace retirement funds early. Thus, early retirees should make sure they don't need to access retirement account funds before 59 ½ before they move their retirement account from their former employer. Ideally, this money will be kept in an account that's easy to access and pays interest, like a high-yield savings account.
Persons: Stocks, you've, shouldn't, Kyle Newell, Newell, Brandon Renfro, Renfro, R.J . Weiss, Roth, Jordan Mangaliman, that's, Mangaliman, Doug Carey, WealthTrace, Carey, Alyssa Zagrobski, Zagrobski, doesn't, Holly Johnson Holly Johnson, Johnson Organizations: Newell Wealth Management, Medicare, Savings, Goldline Financial Services, Shelton Capital Management, U.S . News, Club Locations: U.S
☆ Budgeting isn't for everyone, but 'intuitive spending' has its problems too
  + stars: | 2024-12-02 | by ( Lindsay Dodgson | ) www.businessinsider.com   time to read: +4 min
AdvertisementA financial guru has criticized strict budgets, advocating for intuitive spending instead. Experts suggest balancing intuitive spending with realistic budgeting for financial health. But Dana Miranda, a certified personal finance educator, told CNBC Make It in a recent interview that strict spending plans can be "toxic." Instead, she recommended "intuitive spending" and thinking about your money "moment by moment." But she isn't convinced intuitive spending is a good alternative.
Persons: Dana Miranda, Miranda, Katrin Kaurov, Doug Carey, Carey, Kaurov, Julie Guntrip, Guntrip Organizations: CNBC, Jenius Bank
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