Author: troyashbacher

Dave:2026 is shaping up to be the start of what Redfin calls the Great Housing Reset, a long, slow period where affordability improves and the market normalizes not a quick flip or a recession. I’m Dave Meyer and today I’m joined by Redfin’s Head of Economic Research, Chen Zhao. To unpack their new annual predictions report, we’ll dive into each of their 11 predictions and walk through the headline calls from rate cuts to sales, inching up rents, reaccelerating, and which markets are likely to heat up or Cool down. This is on the market. Let’s get into it. Jen,…

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(Image credit: Getty Images)Today’s clients no longer want piecemeal financial help. They want a family office experience, even if they’re not ultra-wealthy.That means receiving investment guidance, tax filing and planning and estate planning all in one place. The old model of an adviser building a 60/40 portfolio or a CPA filing a return once a year no longer meets expectations.Clients increasingly expect integrated investment, tax and estate planning support as part of holistic wealth management. From just $107.88 $24.99 for Kiplinger Personal Finance Become a smarter, better informed investor. Subscribe from just $107.88 $24.99, plus get up to 4 Special…

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(Image credit: Getty Images)The 2020s have been a transformative time for advisers. After the COVID-19 pandemic, recent years introduced an unprecedented explosion of new products, platforms, changing demographics and rising expectations from time-constrained, tech-savvy clients.Despite these transformations, the core of successful financial advising remains unchanged: the human touch.In my daily interactions with advisers, the overwhelming viewpoint is: In 2026 and beyond, advisers must harness the power of technology to enhance the personal, authentic connections that are the cornerstone of their role. From just $107.88 $24.99 for Kiplinger Personal Finance Become a smarter, better informed investor. Subscribe from just $107.88 $24.99,…

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(Image credit: Getty Images)As a financial professional, you build your business on trust. Clients seek guidance on their most important life decisions, and that relationship is founded on more than just numbers. It’s about connection.What if you could deepen that connection, expand your reach and strengthen your team while making a tangible difference in your community?Strategic community engagement offers a powerful way to do that. It’s about aligning your firm’s values with meaningful action. From just $107.88 $24.99 for Kiplinger Personal Finance Become a smarter, better informed investor. Subscribe from just $107.88 $24.99, plus get up to 4 Special Issues…

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Everybody knows they should save for retirement, but not everybody does. Among those who do, they tend to approach it differently.Some are consistent savers, while others don’t give it too much thought. Then there are the extremes and the in betweens.Wondering where you fall on the saver continuum and how it matches up with three out-of-the-box spirit animals — the sloth, chipmunk and bat? Take our quiz and find out. From just $107.88 $24.99 for Kiplinger Personal Finance Become a smarter, better informed investor. Subscribe from just $107.88 $24.99, plus get up to 4 Special Issues CLICK FOR FREE ISSUE…

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(Image credit: Getty Images)”I got hurt on the job — in my first few minutes, actually — and can’t find a lawyer anywhere to take my case.” That was how my conversation began with 17-year-old “Beau,” who was calling from Charleston, S.C.”Well, Beau, what kind of job do you have, and how were you injured?””Mr. Beaver, you will figure it out sooner or later, so I might as well be upfront. This was to be a weekend job as a porch pirate, working for a guy who runs a crew. A box I picked up exploded, spraying pink glitter everywhere…

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1. I did not buy any new Christmas decor As I mentioned in my recent podcast with The Finance Girlies, I keep seeing that this is the year of the Ralph Lauren Christmas aesthetic. A quick Pinterest search And I honestly do not give a crap about that. 😉  I’m just over here cheerfully using the same (mostly clearance-purchased) Christmas decorations I already have.  Maybe it’s because I’m not a decorator, but I am befuddled at the idea that we are having a new Christmas style every few years (or worse, every year!) I have always felt there is a certain…

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