Estate
Showing 50 results of 270
Understanding Why People Get Into Property Bidding Wars
May 03 2024
Well folks, as anticipated, bidding wars are back with a vengeance, at least here in San Francisco. If I were a real estate agent, I would never encourage my clients to engage in a bidding war. Winnin...
financialsamurai.com
Work from Home Doctor Jobs: Opportunities and Requirements
May 02 2024
As the world becomes more connected and technology continues to advance, the healthcare industry is evolving to meet the needs ... Read more...
physicianonfire.com
Why are we afraid of retirement?
May 01 2024
I retired last year at 60. My wife plans on retiring next April at 60 as well. We’ve done ok in life relatively speaking. We will be able to buy a retirement home and live near our kids fairly c...
reddit.com
Would Combining Will-Writing with the Mortgage Process Help?
Apr 30 2024
No, but here’s what we learned. Writing a will can improve the transmission of wealth across generations, by preventing the dissipation of assets such as a family home when divided among multipl...
crr.bc.edu
A Letter of Wishes: No Legal Power But Powerful Nonetheless
Apr 30 2024
A letter of wishes lets you explain, in plain language, your intent behind your estate documents, potentially heading off any misunderstandings or disputes....
kiplinger.com
Capture The New Tax Breaks On Home Improvements
Apr 28 2024
Know how to navigate the IRS regs to capture the tax credits under the Inflation Reduction Act....
forbes.com
Snowbirds with pets. How do you do it without owning a second home?
Apr 28 2024
Snowbird wannabe here. I am hoping for suggestions from active snowbirds who take their pets with them and have experience renting pet friendly accommodations. I have two small dogs that have to come ...
reddit.com
FTC Ban On Noncompete Agreements May Undermine Your Estate Plan
Apr 27 2024
The FTC recently prohibited non-competition agreements (and non-disclosure or non-solicitation agreements),. This may adversely impact estate and succession planning....
forbes.com
Spring Is a Good Time to Clean Up Your Finances, Too
Apr 26 2024
While you’re decluttering your home for spring, consider taking a crack at cleaning up your finances and old paperwork, too....
kiplinger.com
Performance Update: March Badness!
Apr 26 2024
My main goal* was to build an investment and cash portfolio of$1,120,000* ($1,000,000 to retire on and $120,000 to pay off the house) in1500 days**, starting from 1/1/2013 and ending in February of 20...
1500days.com
Is Your Retirement Solution Hiding in Plain Sight?
Apr 25 2024
Here’s how to use your home equity in combination with an annuity contract to produce late-in-life income....
kiplinger.com
Components That Affect Mortgage Rates The Most
Apr 23 2024
Contrary to popular belief, the Federal Reserve does not exert complete control over mortgage rates. Instead, it influences them, with the bond market determining the subsequent course of action. The ...
financialsamurai.com
Pulling my 401k to buy another house.
Apr 23 2024
I can't stand it. I lost $2k last week due to stock market volatility. I understand that a 401k is a long term investment, or you make more conservative choices. Screw that! I can put my money in the ...
reddit.com
Just started 5th year retirement. Here's what it's been like.
Apr 23 2024
So far it's been great. Work was never my life so I don't miss it. I didn't have friends so I don't miss them. My wife is the only person I talk to on a regular basis. No debt, modest home paid for, L...
reddit.com
Biden Sets New Nursing Home Staffing Rules
Apr 22 2024
Nursing facilities that receive federal funding through Medicare and Medicaid (effectively all of them) will have to employ enough staff to provide at least 3.48 hours......
forbes.com
Where Should Financial Literacy Be Taught—Home Or School?
Apr 21 2024
The antiquated argument that personal finance should be taught at home simply looks silly in 2024....
forbes.com
10 Things You Should Know About Selling Your Home to Downsize in Retirement
Apr 21 2024
What to know about selling your home in order to downsize in your retired years....
kiplinger.com
Capital Distributions From Private Real Estate Investments Are Wonderful
Apr 17 2024
Recently, I received a capital distribution from a private real estate fund, and it couldn't have come at a better time. The experience brought me both joy and relief, prompting me to share it in the ...
financialsamurai.com
Expand Your Home and Welcome Family Members
Apr 16 2024
With the high cost of housing in much of the United States (as well as other countries), many people are looking for ways to accommodate more family members in their existing properties. Whether your ...
baby-boomer-retirement.com
Consolidating Accounts as part of estate planning
Apr 15 2024
My wife and are are heading toward retirement and will be updating our wills/estate plans. We are both quite active and mentally sharp; both have advanced degrees, but my family has a history of Parki...
reddit.com
Real estate funded retirement - your thoughts please!
Apr 15 2024
We (M 65, F 59 both still lol working and plan to along as possible) own 3 homes and plan to sell two of them to partially fund our retirement. We’ll sell home #1 and bank the $500K tax free cap...
reddit.com
Advice on selling home to downsize?
Apr 13 2024
We've gotten rid of excess stuff. Now readying for showing. Those who've been there/done that: Privacy. We get people may open bathroom cabinets/drawers, etc. And even more. How do you maintain privac...
reddit.com
Revocable Trusts: The Most Common Trusts in Estate Planning
Apr 10 2024
Revocable trusts allow the trust maker complete control over the assets and can be quite efficient when it comes to capital gains and income taxes....
kiplinger.com
Reimagining Their Decrepit Farmhouse into Forever Home
Apr 09 2024
New Yorkers create a space that’s better suited to life in their 60s...
aarp.org
Which Mortgage for Early Retirement? What is Private Credit? - 476
Apr 09 2024
What is private credit and where does it fit in your investment portfolio? At age 60, Hope is tired of working and she’s hoping to retire in 2-3 years. Should she factor home equity into her ret...
purefinancial.com
Eight Steps to Take When Settling an Estate as the Executor
Apr 08 2024
Being the executor of an estate can be overwhelming, but breaking the process down into individual steps can help make it much less daunting....
kiplinger.com
Performance Update: February Rebound!
Apr 07 2024
My main goal* was to build an investment and cash portfolio of$1,120,000* ($1,000,000 to retire on and $120,000 to pay off the house) in1500 days**, starting from 1/1/2013 and ending in February of 20...
1500days.com
The Right House-To-Car Ratio For Financial Freedom
Apr 05 2024
After delving into the exorbitant prices of new luxury cars, I've come to the realization that a larger segment of the population is purchasing such vehicles than I initially thought. This trend poses...
financialsamurai.com
12 Legit Online Jobs from Home With No Upfront Investment (2024)
Apr 05 2024
Below, we’ve created a list of 12 true online, work-from-home positions with no upfront investment. None of the roles listed below require purchasing inventory, buying a paid course, or any othe...
thinksaveretire.com
Five Estate Planning Things You Need to Do Now
Apr 03 2024
For a solid estate plan, you should put powers of attorney in place, designate beneficiaries, tackle tax planning and more....
kiplinger.com
Sell, Rent, or Borrow? Best Ways to Use Home Equity in Retirement
Apr 03 2024
Listener Ray is wondering what to do with his home as he embarks on a nomadic, van-life journey in retirement. Should he sell it to finance his travels or retain it for potential appreciation and cash...
buzzsprout.com
The RightSize Mindset: Transforming Your Home and Happiness
Apr 03 2024
Today Kathe Kline, together with guests Barbara Mock and Marni Jameson, dive deep into the emotional and practical aspects of rightsizing in retirement. This episode isn't just about downsizing; it's ...
podcasts.bcast.fm
The Home Buying Earthquake That Changes Everything
Apr 02 2024
In today's episode, we discuss the landmark $418 million settlement involving the National Association of Realtors (NAR) and its potential implications for the real estate industry. As retirees and ot...
sites.libsyn.com
Should You Pay Off Your Mortgage?
Apr 01 2024
For those of us who have a home mortgage, paying it off may not be an option. Either you lack sufficient cash, or retiring the mortgage early would leave you cash poor and vulnerable. Even for those o...
caniretireyet.com
Rising Stocks, House Prices Boost US Retirement Outlook
Mar 30 2024
While COVID was raging, the jump in house prices and a rising stock market were dramatically improving U.S. workers’ retirement finances. In 2022, the share of households that were not saving en...
crr.bc.edu
Wish me luck. Giving notice of retirement
Mar 29 2024
Wish me luck. I’m telling my boss of my intention to retire at the end of May. I’m 64 and my numbers look good. I have a good job and have been working from home for 10 years Work in a goo...
reddit.com
Should You Rent or Buy a House?
Mar 28 2024
Buying a home is often considered the biggest financial decision people make in their lives. As a result, it makes sense as to ask yourself whether buying is the right choice when compared with rentin...
ofdollarsanddata.com
10 Affordable Mountain Towns for Retirement
Mar 28 2024
These mountain towns feature majestic peaks and reasonable housing costs....
money.usnews.com
Why Every Residential Real Estate Investor Is Suddenly Richer
Mar 27 2024
Who stands to gain the most from the settlement reached with the National Association of Realtors regarding commission price collusion? The clear beneficiaries are residential real estate investors an...
financialsamurai.com
Four Things to Know About Managing a Loved One’s Finances
Mar 26 2024
Figuring out when it’s time and knowing how to talk about it are just the start. You also need info about estate plans, insurance and health care decisions....
kiplinger.com
How Gig Workers Can Prepare Their Estate and Financial Plans
Mar 25 2024
Freelancers have to be vigilant to keep track of where their money goes, whether it’s to cover daily necessities, saving for retirement or other expenses....
kiplinger.com
Selling house. Recommendations on how to invest proceeds
Mar 25 2024
I soon will be selling my house to move into an apartment. I'm very excited for the move as the joys of homeownership have been getting less joyful. In the next couple of years, I may (or may not) dec...
reddit.com
How to Discuss Estate Planning with Your Family
Mar 23 2024
Estate planning can be a sensitive topic for families to talk about. Here's how to get past the awkwardness and discuss estate planning with your family....
kiplinger.com
Nursing Homes Forced to Hire More Costly Outside Staff
Mar 23 2024
COVID has wreaked havoc on the nursing home industry’s staffing. Prior to COVID, only one in five nursing homes had to hire some of their workers from outside agencies to fill in as caregivers f...
crr.bc.edu
To Gain More Value, Buy A More Expensive Home
Mar 22 2024
If you're aiming for more value and cost-efficiency, you might find it surprising that opting for a more expensive home over a median-priced one could be the way to go. While it may seem counterintuit...
financialsamurai.com
Nursing Home Care: What to Do When Medicare Wont Pay
Mar 22 2024
Here's what to do when Medicare won't pay for a nursing home facility....
kiplinger.com
Should a Donor-Advised Fund Be Part of Your Estate Plan?
Mar 21 2024
A donor-advised fund, or DAF, lets the donor reap tax benefits while also being able to direct how the money is distributed and invested....
kiplinger.com
How Quitclaim Deeds Can Cause Estate Planning Catastrophes
Mar 20 2024
A lot can go wrong (including inadvertent law-breaking) if you choose to go the easy route rather than using a trust to transfer real estate to your child....
kiplinger.com
How Your Home Can Fill Gaps in Your Retirement Plan
Mar 20 2024
If you have gaps in your plan for retirement income, you might consider adding the value of your home to your planning....
kiplinger.com
Reader Case: Single Mom Wonders Whether Real Estate Beats Stocks
Mar 19 2024
While going through my reader case queue, this one caught my attention. This reader about to give birth and it immediately took me back to my labour and first months with Little Matchstick. Wow, time ...
millennial-revolution.com
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