Estate
Showing 50 results of 530
Why Residential Commercial Real Estate Looks Attractive in 2025
Jan 20 2025
In this Financial Samurai podcast episode, I speak to Ben Miller, co-founder and CEO ofFundriseabout his outlook for residential commercial real estate in 2025. Despite high mortgage rates, he's taken...
financialsamurai.com
A Model for Elder Care? Supported Housing Offers Some Hope for the Future
Jan 18 2025
Much of what I’ve been writing about lately are the dire prospects for elder care when the oldest baby boomers begin reaching their late 80s within a decade. The challenges we will face are exac...
crr.bc.edu
25 Areas of Your House That Are Most Likely to Fail Inspection
Jan 18 2025
When it comes to buying or selling a home, the inspection process can make or break the deal. It’s the moment where hidden flaws come to light, turning what seemed like a dream home into a poten...
dadisfire.com
Thoughts On Funding Retirement with a Reverse Mortgage?
Jan 17 2025
My financial manager says I don’t have enough invested to last me the rest of my (projected) lifespan unless I add a hefty six-figure amount sometime in the next 5–10 years. Fair enough. I...
reddit.com
How to align tribal systems, federal law in Indigenous estate planning
Jan 17 2025
Tribal systems don't always align with federal and state laws when it comes to land ownership, inheritance and what constitutes an asset....
financial-planning.com
Can You Get a Mortgage In Retirement? And Should You?
Jan 17 2025
With interest rates still stubbornly high and home prices elevated, here’s how a retiree living on a fixed income can land a decent mortgage....
kiplinger.com
Home sweet home: A majority of Americans want to age in place
Jan 14 2025
The U.S. is approaching a big demographic shift, and it’s already starting to reshape how people think about living as they grow older....
empower.com
Will 2025 be the year of the first-time home buyer?
Jan 14 2025
Empower research shows that more than half of Americans equate home ownership to financial success, but the surge in home prices may be pushing the dream out of reach for some....
empower.com
Second home as an investment - does it ever work?
Jan 13 2025
If you’re a couple in your late 50s and trying to maximize your nest egg…even if you had $1 million or more to afford a second home (let’s say near a beach or some other very desira...
reddit.com
Climate Disasters: How to Protect Your Money, Home, and Retirement Well Being
Jan 10 2025
Learn how climate disasters could impact your retirement and take steps now to protect your health and wealth from possible negative impacts. The post Climate Disasters: How to Protect Your Money, Hom...
boldin.com
The Wrong Money Question to Ask After Trump's Election
Jan 10 2025
If you're wondering what moves to make with a new president moving into the White House, you're being dangerously shortsighted. Here's what to do instead....
kiplinger.com
Hire A Top-Tier or Average Real Estate Agent at Lower Commission
Jan 08 2025
One of my goals for 2025 is to simplify life by selling a rental property. A key decision in this process is whether to hire a top-tier real estate agent, who charges a higher commission, or opt for a...
financialsamurai.com
7 Estate Planning Best Practices
Jan 06 2025
These tips can help you avoid common trouble spots and create a more effective plan....
kiplinger.com
5 Key Components of an Estate Plan — and 7 Others to Consider
Jan 06 2025
Whatever your circumstances, you can take these steps to build an estate plan that benefits both you and your loved ones....
kiplinger.com
FUN additions or changes to your home for retirement?
Jan 04 2025
I'm wondering if there are things that you guys added or changed about your home to make it more FUN since, for most, you have more time in your home upon retiring. Met somebody who put in a shufflebo...
reddit.com
The Hidden Costs of Homebuying You Need to Know About
Jan 02 2025
Buying a home is one of the most exciting decisions you’ll ever make, right? It’s also one of the most expensive, if not the most expensive. Many people spend months planning their budgets...
dadisfire.com
Where to Retire 2025: Puerto Rico
Jan 01 2025
Thinking of retiring in Puerto Rico? Beach-loving retirees can look to the Caribbean for a scenic and sunny U.S. island to call their new home....
kiplinger.com
Does anyone regret paying off your house?
Jan 01 2025
submitted by /u/MidAmericaMom[visit reddit] [comments]...
reddit.com
2024 Year In Review: A Year Of Transition And Luck
Dec 31 2024
With 2024 almost done, I'd like to share my year in review. For the vast majority of investors, this was a banner year, with the S&P 500 up ~24% and real estate prices in most of the country conti...
financialsamurai.com
Who Should Be the Trustee of My Real Estate Portfolio?
Dec 31 2024
Make sure your family’s property assets are stewarded from one generation to the next...
kiplinger.com
12 Personal Finance Tips for 2025
Dec 31 2024
As we wrap up 2024, it’s time to focus on personal finance tips for 2025. Make getting your financial house in order your main 2025 resolution. Not only is it possible, but it is also something ...
401kmaneuver.com
Moving from Stay at Home Parent to Retiree?
Dec 30 2024
Were any of you a stay a home (SAH) parent or was your spouse? If so, what defined 'retirement'? Age, kids launching, collecting SS, spouse retiring, ...? I have only one friend who was FULLY a SAHM (...
reddit.com
The Sunday Best 12/29/2024
Dec 29 2024
Welcome to this week’s edition of the Sunday Best! From public housing policies to landlord involvement and nostalgic trading, we ... Read more...
physicianonfire.com
Public Transportation is a requirement for an independent retirement
Dec 28 2024
I read a lot about retirees and their choice of home size, location, health care, etc. However, one of the most important aspects is maintaining independence. We have two children; one lives 30 minute...
reddit.com
Adjusting my mindset from will I have enough? to Yes! I can retire.
Dec 26 2024
I'm 62 (will be 63 on the 1st) and I have worked for the same company the last 22 years. When I started there I felt waaay behind on retirement saving and had just bought my house so had a 30 year mor...
reddit.com
Retiring in a large home - Good idea or not?
Dec 25 2024
Greetings all, I’m curious to hear everyone’s thoughts on the following. My wife and I are still several years away from retirement, her about 5 and 10 myself. Even though the ‘big d...
reddit.com
The Truth About Reverse Mortgages (Ep. 7)
Dec 23 2024
Did you know that nearly 70% of retirees’ net worth is tied up in their home equity? Yet many never consider leveraging it to secure a worry-free retirement. This week…...
bossretirement.com
The Cost of Avoiding Conversations: How Estate Planning Can Save Your Family Heartache
Dec 19 2024
Author and executor advisor David Edey shares how to prepare your estate and your executor to leave a legacy behind instead of a mess....
keilfp.com
Should Seniors Give It All Away like Buffett or “Die with Zero”?
Dec 19 2024
Reviewing your estate plan is an important part of the year-end review sessions that we hold at Keen Wealth. At least annually, folks should make sure that their plan is still in sync with how they wa...
keenonretirement.libsyn.com
Will the TCJA Estate and Gift Tax Provisions Really Sunset?
Dec 18 2024
Will the TCJA Estate and Gift Tax Provisions Really Sunset?...
kiplinger.com
5 Ways to Finance a Home Purchase Overseas
Dec 18 2024
Here’s how to come up with the cash to buy a property in another country....
money.usnews.com
For those who travel for LONG periods, who looks after your house/mail, etc?
Dec 17 2024
While I am not a big traveler, my spouse is looking forward to taking some longer trips upon retirement. Not years abroad. But maybe a month rather than our now 10 day limit of travel. Right now, one ...
reddit.com
How Does a Second Home Impact Your Finances?
Dec 17 2024
I recently was asked an interesting question. What is the most impactful financial advice I’ve given since I started working as a financial planner? Financial advice is often synonymous with inv...
caniretireyet.com
Three 'Yellowstone' Estate Planning Lessons
Dec 15 2024
We can learn a lot from John Dutton's estate planning mistakes. Here are just a few that relate to families in general and family businesses in particular....
kiplinger.com
Capitalizing On The Return To Office: Big City Real Estate Insights
Dec 13 2024
Real estate is inherently local, with property values closely tied to the economic drivers and characteristics of specific regions. While understanding the national housing price forecast for 2025 pro...
financialsamurai.com
You Need an Estate Plan
Dec 12 2024
If you are reading this, you probably need an estate plan. If you have children, live in states like California, you owe it to your family to have an estate plan that includes a revocable trust. One o...
faangfire.com
Inbox Questions | Capital Gains on the Sale of Home
Dec 12 2024
Today, we tackle a question from Patrick about the nuances of capital gains taxes on the sale of a primary residence. We break down how community property laws can impact your tax liability, the role ...
sites.libsyn.com
2025 Housing Price Forecasts: Continued Strong Gains
Dec 11 2024
Now that I’ve shared the 2025 S&P 500 target price forecast, let’s dive into housing price forecasts for 2025. The outlook from housing analysts is positive, with expected gains rangin...
financialsamurai.com
Real Estate Market Outlook
Dec 11 2024
Contents from freedom 35 blog. (www.freedomthirtyfiveblog.com) Will Canadian Housing Finally Cool in 2025? The average Canadian home sells for about $700,000 today, similar to last year. (Orange line ...
freedomthirtyfiveblog.com
Real estate advice for upcoming move
Dec 11 2024
I’m within a year of retirement and I’ve been watching the real estate market where I plan to go. I have about 100k equity in my current house. The market for it should be strong. My credi...
reddit.com
How Combining Your Home Equity and IRA Can Supercharge Your Retirement
Dec 10 2024
While many retirees own an IRA and a home, very few are considering how they could work together in a plan for retirement income....
kiplinger.com
The Six Estate Planning Steps Every Blended Family Must Take
Dec 10 2024
Whether your blended family is newly formed or fully fledged, use these six steps to review your estate plans now and lower the risk of conflict in the future....
kiplinger.com
25 Financial Moves to Consider Before December 31
Dec 07 2024
Tidying up your financial house before the New Year kicks off will put you in a great position to have a financially satisfying and successful 2025....
kiplinger.com
Post-Retirement Family Estate Planning Tips
Dec 07 2024
Both estate and retirement planning are important for long-term financial well-being and achieving desired legacies. While estate planning involves organizing and managing assets to ensure their effic...
baby-boomer-retirement.com
Performance Update: Irrational Exuberance?
Dec 06 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
When Does Buying a House Make Sense?
Dec 06 2024
Now that we have a kid, naturally the next step is to buy a house, right? I mean, that’s what people tell us, anyway. Of all our friends and family members, the number of parents we know who cho...
millennial-revolution.com
Best Work-from-Home Companies in 2025: Top Picks for Remote Work from Home Jobs
Dec 04 2024
Explore the thriving world of remote work from home jobs in 2025. Discover top companies like GitLab, Spotify, and Amazon offering flexibility, global opportunities, and competitive benefits. Learn ho...
thinksaveretire.com
Should You Help Your Adult Children Buy a Home?
Dec 04 2024
Instead of passing on an inheritance, giving your children cash to buy a home can be a smart move — as long as you’re not jeopardizing your own retirement....
kiplinger.com
Post-Election Estate Tax Planning – What Now?
Dec 03 2024
If you are like many people, you put off finalizing estate tax planning until the results of the 2024 election were in. Now they are in - it is time to move forward....
forbes.com
The Most Important Document To Have Before Going Into Retirement
Dec 02 2024
The most important part of your estate plan isn't about taxes, investments, gifts, or other financial issues. The priority of every estate plan, for people of every age, is the medical care documents....
forbes.com
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