Estate
Showing 50 results of 634
I Am a CFA. I Believe Grant Cardone Gives Horrible Financial Advice
Apr 18 2025
I had never heard of Grant Cardone until I got on X and saw one of his ads. He was telling people to pull money out of their 401(k)s to buy real estate, not with a no-money-down strategy, just straigh...
dadisfire.com
18 Home Hacks That Help You Keep More of Your Money
Apr 17 2025
Saving money at home doesn’t have to mean cutting corners. The real win is finding simple upgrades that give back time, cash, and sanity without turning life into a DIY marathon. Most people jus...
dadisfire.com
Staging A Home Is Worth It Because Most Buyers Lack Imagination
Apr 17 2025
When it comes to selling a home, first impressions are everything. Yet, many sellers make the mistake of thinking buyers can look past an empty room, outdated furniture, or a poorly lit space. The rea...
financialsamurai.com
Read These Insider Tips Before Buying Your Next House
Apr 16 2025
Buying a house can feel like a game you weren’t taught the rules to. One wrong move and you’re stuck with a home with constant repairs or a daily drive that makes you question your choices...
dadisfire.com
Should You Stop Renting Your Vacation Home and BUY in 2025?
Apr 16 2025
Exploring the 4 major factors that need to be considered when deciding whether to buy your vacation home in retirement or continue renting....
keilfp.com
The 3 Parts to a Perfect Estate Plan – Part 1a: Planning for Incapacity
Apr 15 2025
Today kicks off a brand-new series on estate planning. Estate planning is one of those things everyone knows they should do—but far too many people put it off, sometimes until it’s too lat...
sites.libsyn.com
How To Survive The Most Dangerous Time After Buying A House
Apr 14 2025
The first year after purchasing a house is the most dangerous and potentially challenging period. This is particularly true for first-time homebuyers who likely stretched their finances to achieve a 1...
financialsamurai.com
Do you (still or now) have a home office?
Apr 11 2025
I know many people who have hybrid work schedules or work from home and have a full home office with a big work desk, big office chair, dual monitors, etc. I know others who keep a home office to work...
reddit.com
Can I Afford to Buy that Dream Lake House (or Some Other Big-Ticket Item)?
Apr 11 2025
In many of our prior posts, including our post of March 8, 2025, we have strongly encouraged readers to estimate the potential impact on their Funded Status before making a significant financial decis...
howmuchcaniaffordtospendinretirement.blogspot.com
15 States Where Buying a Home Just Got Way More Expensive
Apr 10 2025
Let’s talk housing prices. If you’ve been casually scrolling real estate listings and thinking, “Wait…wasn’t this $200k like two years ago?” you’re not imagi...
dadisfire.com
Sacrificing The Stock Market For The Good Of Your Loving Home
Apr 07 2025
As stocks plummet and recession fears grow, there’s one silver lining worth highlighting: the increasing value of your home, if you own one. A home is a fundamental necessity for survival, stock...
financialsamurai.com
Performance Update: Q1 2025
Apr 07 2025
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
Cetera and Wealth.com to Offer Estate Planning Tech
Apr 07 2025
The partnership comes at a time when more advisors look for services to help support them…...
401kspecialistmag.com
A Second Trump Shock To Programs For Seniors And People With Disabilities
Apr 02 2025
The Trump administration has cut by more than 40% the staff that oversees critical programs for older adults and people with disabilities who live at home....
forbes.com
A slice of paradise, fractionally owned: The shift in vacation homeownership
Mar 31 2025
Owning a vacation home seems like the dream, until factoring in maintenance, property taxes, and the reality of only using it a few weeks a year....
empower.com
Return to Your Home Country to Retire: Repatriation Retirement
Mar 30 2025
They came to the U.S. to live and work, but they want to retire in the old country. Here's how to juggle the move back home....
kiplinger.com
19 Frugal Home Hacks That Instantly Save You Money
Mar 30 2025
Saving money isn’t about cutting out everything fun, it’s about being smarter with what you’ve got. A few simple changes at home can free up extra cash without making life harder. Th...
dadisfire.com
Estate Planning When You Have International Assets
Mar 30 2025
Estate planning gets tricky when you have assets and/or beneficiaries outside the U.S. To avoid costly inheritance mistakes, it pays to understand the basics....
kiplinger.com
Three Essential Estate Planning Steps to Protect Your Nest Egg
Mar 29 2025
After dedicating years to building your wealth and securing your future, make sure your assets are protected and your loved ones are provided for in the future....
kiplinger.com
Choosing not to retire when they can
Mar 28 2025
Folks who are eligible for Medicare and are financially sound - why do you think they continue to work? Certainly there are ways to fill the day with home projects, hobbies, social gatherings, exercis...
reddit.com
How To Avoid Estate Planning's Biggest Mistake
Mar 28 2025
Getting a will, revocable trust or other document alone won't accomplish your goals. You need to start with a holistic plan....
forbes.com
Update on my retirement countdown from one year ago
Mar 27 2025
Hello all, I am now 3 months away. Thanks to all who gave me suggestions on how to "survive" the last year of my 35+ year career. I have a post-it at my work station( I work from home) that says "I am...
reddit.com
Toxic Work Environments, Avoiding Burnout, and Real Estate Questions
Mar 27 2025
Answering reader questions about what to do when your workplace turns toxic and how to protect yourself from bad employers and from losing your job, whether you should use an IRA to buy into your buil...
whitecoatinvestor.com
Should I Purchase an Annuity for My Child as Part of My Estate Plan?
Mar 26 2025
Never running out of money can be an attractive plan if you worry your child may run out of money. Is buying an annuity for them a good move? The post Should I Purchase an Annuity for My Child as Part...
whitecoatinvestor.com
How To Buy a House with Little or No Money Down (I Have Done It Many Ways)
Mar 26 2025
Buying a house can be intimidating, especially if you need more money to make a down payment. But it doesn’t need to be that way. In my several decades as a landlord and real estate investor, I ...
dadisfire.com
How to Get a Really Low Mortgage Rate (Even If You Think Rates Are High)
Mar 25 2025
You’ve probably heard people say, “Rates are too high, I’ll wait to buy a house.” That’s nonsense. The truth is, there are always plenty of ways to get a lower interest r...
dadisfire.com
Some weeks I don't leave the house for days. Help!
Mar 24 2025
My husband and I are retired, living in the north suburbs of Minneapolis. I feel like a useless shlub sometimes, when I don't leave the house for a couple of days straight, especially when the temp is...
reddit.com
20 Ways to Clean Up Your Finances This Spring
Mar 23 2025
Spring cleaning is therapeutic and stops costly problems from building up around the home. Why not tackle the dusty corners of your finances at the same time?...
kiplinger.com
The Only Good Reasons To Pay Off A Low-Interest-Rate Mortgage Early
Mar 19 2025
Despite the wonderful peace of mind that comes with owning a home free and clear, deciding to pay off a low-interest rate mortgage early is not always straightforward. If your mortgage rate is low com...
financialsamurai.com
Where should we move? Family not cooperative.
Mar 18 2025
Long-ish story but we have a family owned home on Lake Michigan that was built by my grandparents. Only one (me) of my siblings group wants to keep the property. I have lived in it full time the last ...
reddit.com
Multigenerational Homes: Solving For Affordability, Care And Retirement
Mar 17 2025
Multigenerational housing is being embraced by younger and older families seeking to address housing affordability, caregiving needs, and retirement security....
forbes.com
Markets Are Down: Here's How Your Estate Can Benefit
Mar 15 2025
Your estate can benefit from stock market malaise by using several creative tools. Here's how....
kiplinger.com
A Paid-Off Home Is A Great Shield Against Fear And Uncertainty
Mar 14 2025
As I sadly watch my stock portfolio correct by over 10%, I find serenity in my paid-off home. No matter how much the stock market tanks, it's comforting to know I'll always have shelter to take care o...
financialsamurai.com
What You Should Know About 7 Widely-Used Estate Planning Trusts
Mar 13 2025
Most people should consider having one or more trusts in their estate plans, but you must be aware of trust terminology and the basic concepts....
forbes.com
Tax-Deductible Home Improvements for Retirement in 2025
Mar 13 2025
Your aging-in-place plan could benefit from the medical expense tax deduction. But watch out for capital gains and property taxes....
kiplinger.com
How Does Home Equity Fit Into a Financial Independence Strategy
Mar 12 2025
How Does Home Equity Fit Into a Financial Independence Strategy...
thinksaveretire.com
How To Pay Off A Mortgage Early (I’ve Done It Many Times)
Mar 10 2025
Did you know that the word mortgage literally translates from Latin to death pledge? Banks design mortgages to stretch for decades, keeping you tied to payments for what feels like a lifetime. But it ...
dadisfire.com
Why ‘Buy the Cheapest Home in a Nice Neighborhood’ Could Be Horrible Advice
Mar 10 2025
Buying a cheap home in a nice neighborhood sounds smart, frugal, and wise, right? In reality, it might be a terrible decision for you. The post Why ‘Buy the Cheapest Home in a Nice Neighborhood&...
whitecoatinvestor.com
? Home Sharing to Reduce Costs in Retirement (AARP Article)
Mar 10 2025
FROM THE ARTICLE: How House-Sharing Can Help Your Retirement Plan Rent-paying roommates can provide extra income, offset housing costs and help you age in place. By Jane Wollman Rusoff, AARP. *** Ther...
community.aarp.org
Retiring Without Heirs: Four Options For Your Estate
Mar 08 2025
Just because you don’t anyone to leave your money to doesn’t mean you shouldn’t plan for what happens to your estate when you die....
kiplinger.com
Will home sales spring forward after tough winter?
Mar 08 2025
Recent home sales data isn’t likely to lift the moods of buyers or sellers navigating a very challenging market, but there are signs of new life as spring nears....
empower.com
Renovation rebound: Home remodeling is on the rise
Mar 08 2025
Spending on home renovations is expected to reach $509 billion in 2025, signaling that U.S. homeowners may be slowly but surely expanding the size and scope of home projects....
empower.com
4 Arguments for Retaining Your Mortgage in Retirement
Mar 07 2025
You might be surprised to learn that paying off your mortgage may not be the right financial decision. Even if it is the right emotional choice. The post 4 Arguments for Retaining Your Mortgage in Ret...
boldin.com
487: Should You Pay Off Your Mortgage Before Retirement?
Mar 07 2025
Is it OK for you to bring debt into retirement? More specifically, what about your mortgage? To gain clarity, you must approach this decision from a financial and emotional perspective. In this episod...
retirewithpurpose.com
Old MR2, Politics, And An Angry Iguana
Mar 06 2025
There aren’t many negatives to FI life, but one of them may be this: It’s a lot easier to say Yes to all of the fun that comes your way. I’ve been home exactly one weekend this year....
1500days.com
Six Steps to Simplify Your Estate for Your Heirs
Mar 06 2025
A simplified estate strategy will expedite the settlement of your estate after you're gone, lower audit risk, reduce costs and cut your beneficiaries' stress....
kiplinger.com
Chaos, Fear, And Uncertainty: Wonderful For Real Estate Investors
Mar 05 2025
As I watch my stock portfolio correct, I take solace in knowing that my real estate portfolio continues to chug along despite the chaos, fear, and uncertainty. With mass government personnel cuts, new...
financialsamurai.com
My Mortgage Is 2.3%, I Have Money In The Bank. Should I Pay It Off?
Mar 04 2025
My wife and I had a conversation recently about whether or not we should pay off our 2.3% mortgage or let it ride? It’s the kind of debate that gets people fired up. Some swear by the peace of m...
dadisfire.com
Dividing an Estate? Five Ways to Create Transparency
Mar 04 2025
Letting your children know your intentions while you're still around to explain your reasoning, and while you can make adjustments, can limit discontent later....
kiplinger.com
High-Net-Worth Individuals and Estate Planning Under Trump
Mar 02 2025
We don't know what’s going to happen with taxes. Keeping an eye on these issues is imperative so you can make the appropriate moves at the right time....
kiplinger.com
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