Estate
Showing 50 results of 288
downsizing and no longer owning a home
May 17 2024
There was another post recently, its now locked, about retirees who downsized to a guest house on their child's property and how freeing it was. We did something similar, sold our house and moved into...
reddit.com
Silver Sneakers - more than 1 gym membership possible?
May 16 2024
Hi there. I don’t know if I am able to use Silver Sneakers at two local gyms. One that is quite a bit of a drive has a lap pool - the other one that’s a few minutes from home is a nice fit...
reddit.com
What happens to my slacks when I retire?
May 16 2024
Looking forward to retiring this summer. We've got a studio apartment in our home that I will rent out on AirBnB and I've got a small trust ($650/month) from my dad passing last year. My wife will con...
reddit.com
Should I Get a Mortgage for My Retirement Home?
May 15 2024
Have you thought about getting a mortgage for your home in retirement? If so, have you strategized how you would pay it off? In this episode, we explore Scott’s question about pursuing a mortgag...
rogerwhitney.libsyn.com
Sell or rent large house when downsizing
May 14 2024
We (61m & 60f) are getting ready to downsize and move to a townhouse in a mid size city. The difficult question is if we should sell our very big suburban house (with equity but also a big mortgag...
reddit.com
Estate Planning Lessons from the Rockefellers and Vanderbilts
May 14 2024
Are there lessons we should learn from the comparison of the Rockefellers and the Vanderbilts? In this episode, we look at the contrasting estate planning tactics of two of America's wealthiest dynast...
sites.libsyn.com
Big purchases (car) prior to retirement
May 13 2024
I’m about 24 months out from ‘retirement’ (e.g, working for someone else). I have a decent salary, kids are independent, and no debt other than a mortgage. When I retire, downsizing ...
reddit.com
Downsize - We did it. Pluses and a few drawbacks
May 13 2024
We( couple 60yo ) began talking about downsizing about 7 years ago. Through luck and a lot of tough decisions we accomplished it. So We started with a 3000 sqft home - then to a 1400 square foot Condo...
reddit.com
The Surprising Ways A Skilled Home And Auto Agent Can Protect Your Wealth
May 12 2024
Home, auto, & umbrella insurance are too often a footnote in wealth management, but a good agent can make a huge difference....
forbes.com
Four Considerations for Moms Leaving the Workforce
May 12 2024
If you want to make the transition from a full-time job to being a stay-at-home mom (or dad), here are some issues to keep in mind....
kiplinger.com
Budgeting for Personal Development and Putting $20,000 a Year into Yourself
May 11 2024
By Dr. Dan Fosselman, Guest Writer There are multiple rules of thumb in personal finance. Set aside 15%-25% for savings, don’t spend more than 30% on housing, tithe 10%. John Maxwell, an author ...
whitecoatinvestor.com
Retired and 'Stuck' With a Mortgage Below 4%? You Have Options
May 11 2024
You may feel like a mortgage prisoner, but your options may be more doable than you think....
kiplinger.com
13 Smart Estate Planning Moves
May 09 2024
Follow this estate planning checklist for you (and your heirs) to hold on to more of your hard-earned money....
kiplinger.com
The Rise of the Forever Renter Class
May 09 2024
I've paid over $350,000 of rent in my life. That averages out to $2,500 a month since mid 2012. And, with near record interest rates and elevated home prices, I may end up paying another $350,000 in r...
ofdollarsanddata.com
The World’s Largest What??!! 7 Months of Our RV Road Trip Complete, 1 To Go!
May 07 2024
It’s pretty crazy to think that we’ve now been living in an RV for over 7 months. Yes, we’ve taken a couple of breaks and stayed at my mother-in-law’s house for a few weeks twi...
routetoretire.com
The Problem with Naming Your Estate the Beneficiary of Your IRA
May 06 2024
Photo by: jb While it may seem like a simple idea to just make your estate the beneficiary of your IRA, thereby allowing you to make adjustments to your final beneficiaries via your will – there...
financialducksinarow.com
Analyzing Home Price Dynamics: A Guide To Smarter Purchases
May 05 2024
Understanding how home prices fluctuate over time is one of the most intriguing insights gleaned from my post on the reasons behind property bidding wars. Learning how prices change will empower you t...
financialsamurai.com
Six Essential Retirement Strategies for Baby Boomers
May 04 2024
Emergency funds, estate plans, different kinds of insurance and smart investing strategies are all parts of a strong retirement plan....
kiplinger.com
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
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