Estate
Showing 50 results of 673
Congress Considering $15 Million Permanent Exemption
May 11 2025
Congress has just proposed a $15 million permanent exemption for gift, estate and GST taxation. What does that mean to your planning now?...
forbes.com
I'm a Financial Planner: Here Are Five Lesser-Known Ways to Avoid Estate Tax
May 11 2025
The clock is ticking on the estate and gift tax provisions in the Tax Cuts and Jobs Act, so the sooner you act on removing assets from your estate, the better....
kiplinger.com
How a Retirement Housing Navigator Can Help You Make That Pivotal Move
May 06 2025
Specialized housing guidance from an expert can transform your move into an empowering new beginning....
kiplinger.com
The 3 Parts to a Perfect Estate Plan – Part 2b: Tax Considerations
May 05 2025
In this episode, we cover key tax considerations around wealth transfer. We cover the differences between federal estate tax and state inheritance tax, and explain why the stepped-up basis is such a p...
sites.libsyn.com
Upsizing in Retirement: Why You Should (and Shouldn't) Do It
May 04 2025
Upsizing, or buying a bigger home, can make your retirement feel more luxurious. There's room for grandkids and projects, but run the numbers carefully....
kiplinger.com
Why Designated Beneficiaries Are Key to Your Estate Planning
May 04 2025
Although a will is crucial to making sure your assets go where you want them when you die, you are likely to need something else, too: designated beneficiaries....
nytimes.com
How to Move Up to the Next Level and Buy a Multi-Million Dollar Home
May 02 2025
An emailer asked about the best way to buy a $3 million home without selling their current home. Here are seven options to think about. The post How to Move Up to the Next Level and Buy a Multi-Millio...
whitecoatinvestor.com
Sellers sweeten the deal: 44% help with closing costs and repairs
May 02 2025
As the housing market starts to sway in buyers’ favor, sellers are getting creative with concessions at near-record rates....
empower.com
Forget buying a first home — buy a first property instead
May 02 2025
Some first-time buyers are “rentvesting” — prioritizing the purchase of a rental or vacation property first as an investment while continuing to pay rent themselves....
empower.com
I Want to Buy a Vacation Home. I'm 65 and Have $3 Million Saved. Am I Crazy?
May 02 2025
I have my eye on a small but beautiful cottage. Will I regret tying up my money?...
kiplinger.com
Could Remote Work Delay Your Retirement?
May 02 2025
Remote work is terrific for your health and income. You're also likely to retire later, which might convince your employer to let you work from home....
kiplinger.com
Realistic money needs per month etc.
May 02 2025
For those retired in the Plains (for cost of living background) how much do you really need. Currently, 55. Owe 10 years on house. No other debts. 401k max, IRA, and too much cash in the bank. I want ...
reddit.com
Recent Case Evaluates Whether Mom’s Transfer To Son Was A Loan Or Gift
Apr 30 2025
Family loans are a common transaction that if not handled properly could create IRS issues for gift, estate or income tax, and issues with creditors or ex-spouses....
forbes.com
15 Estate Planning Terms You Need to Know
Apr 30 2025
Sometimes industry jargon can turn otherwise understandable concepts into stumbling blocks. Here are simplified explanations, definitions and uses for some estate planning tools....
kiplinger.com
Awards, Plaques and Commendations - will you bring them home?
Apr 29 2025
Just like the title says, I have a few crystal awards, framed letter of commendations and different plaques of appreciation. When you retire, are you going to bring them home? I am not planning to bri...
reddit.com
Five Tips For Estate Planning in 2025
Apr 29 2025
We're almost halfway through the year. Is your estate in order? If not, here are some tips to get it done in 2025....
kiplinger.com
Trump's Immigration Policies and the Price of Home Healthcare: First 100 Days
Apr 29 2025
President Trump's immigration policies may wallop your pocketbook if you rely on a home healthcare aide....
kiplinger.com
The 3 Parts to a Perfect Estate Plan: Part 2a: Non-Probate Transfers
Apr 29 2025
In this episode, we explore how to pass on your assets smoothly and efficiently—without dragging your loved ones through probate court. You’ll learn why probate can be costly and time-cons...
sites.libsyn.com
Serious Medical Diagnosis? Four Financial Steps to Take
Apr 28 2025
A serious medical diagnosis calls for updates of your financial, health care and estate plans as well as open conversations with those who'll fulfill your wishes....
kiplinger.com
FIRE in San Francisco: Updated Projections After Taxes, Social Security, and Housing Scenarios
Apr 26 2025
I received many questions after concluding in my post “How Much is Enough to FIRE in San Francisco” that $5,654,000 was enough to cover my current and planned future spending needs....
faangfire.com
The Home Stretch: Seven Essential Steps for Pre-Retirees
Apr 26 2025
The decade before retirement is the home stretch in the race to quit work — but there are crucial financial decisions to make before you reach the finish line....
kiplinger.com
23 Signs Someone is Really Upper Class (And Not Just Faking It)
Apr 25 2025
Money alone doesn’t make someone upper class. A leased luxury car and a big mortgage might fool some people, but the truly wealthy don’t need to fake it. Real wealth moves differently, and...
dadisfire.com
My Great Retirement Dream: Sell My House, Downsize, Live off the Proceeds and Dabble in Stocks. Can I Do It?
Apr 25 2025
I ask an expert financial planner if my retirement dreams are realistic — or if my head is in the clouds....
kiplinger.com
Married? Five Ways to Ensure Your Estate Plans Work in Tandem
Apr 24 2025
Getting on the same page now means fewer potential problems when it counts....
kiplinger.com
15 EASY Home Maintenance Tasks to Do Monthly (Before Something Breaks)
Apr 24 2025
Owning a home is great until it starts falling apart one little issue at a time. Leaky pipes, mystery drafts, broken appliances, most of it’s preventable if you just stay on top of the basics. T...
dadisfire.com
This Issue Should Be The Main Focus Of Estate Planning In 2025
Apr 24 2025
Tax issues still should be an important focus of estate planning. But income and capital gains tax planning should be paramount....
forbes.com
I'm 50 and My Home Is Worth $5 Million. Can I Retire Now?
Apr 23 2025
It may be oh-so tempting to cash out your upscale home and leave work for good. But should you? We ask the experts....
kiplinger.com
Why A 15 Year Mortgage Makes More Financial Sense Than 30 Year Mortgages
Apr 23 2025
Most real estate agents, mortgage brokers, and fake gurus push 30-year mortgages because the monthly payment looks easier to handle. But I’ve never bought into that. If you can’t afford th...
dadisfire.com
Income And Net Worth Required To Afford A $10 Million Home
Apr 23 2025
To celebrate the launch of my new book, Millionaire Milestones: Simple Steps To Seven Figures, on May 6, 2025, I thought it’d be fun to explore various millionaire topics leading up to the relea...
financialsamurai.com
Beyond Stocks and Bonds: Why Home Equity Could Be a Smart Addition to Your Investment Portfolio
Apr 23 2025
Most investors rely heavily on traditional stocks and bonds to build their wealth — and for good reason. These assets ... Read more...
physicianonfire.com
Before You Downsize: 21 Things You Need to Do First
Apr 22 2025
Downsizing used to sound like a last resort. Now it looks more like a smart financial reset. The big house with extra rooms might be costing more than it’s giving back. A 2023 study found that b...
dadisfire.com
The 3 Parts to a Perfect Estate Plan – Part 1b: Planning for Incapacity
Apr 22 2025
In the first part of our series on estate planning, we laid the groundwork for why incapacity planning matters and what documents you need to get started. But there’s more to it than just having...
sites.libsyn.com
Defying Gravity
Apr 21 2025
Hey Everyone! Have you seen the movie Wicked? We watched it at home last week. It was so good! We saw Wicked on stage about 16 years ago. I loved ... Read more The post Defying Gravity appeared first ...
retireby40.org
Financial Steps After a Loved One's Alzheimer's Diagnosis
Apr 21 2025
It's important to move fast on legal safeguards, estate planning and more while your loved one still has the capacity to make decisions....
kiplinger.com
Screen time: Televisions redefine household hubs
Apr 21 2025
As everyday entertainment and tasks become more digital, televisions sit at the center of home life....
empower.com
The 7 Worst Ways to Invest in Real Estate
Apr 21 2025
Not every investment in real estate is a good idea. Some are downright terrible. Here are some of the worst ways to invest in real estate. The post The 7 Worst Ways to Invest in Real Estate appeared f...
whitecoatinvestor.com
I'm Single, With No Kids: Why Do I Need an Estate Plan?
Apr 20 2025
Unless you have a plan in place, guess who might be making all the decisions about your prized possessions, or even your health care: a court....
kiplinger.com
10 Reasons Why Section 8 Isn’t What You Think
Apr 19 2025
Section 8 is one of the most misunderstood programs in real estate. Some believe it’s a guaranteed paycheck, others think it opens the door to endless tenant problems. The truth sits in the midd...
dadisfire.com
Recast mortgage or hold after-tax money for retirement investing
Apr 19 2025
I just retired and had to buy a house late. I am in year 3 of a 30 year mortgage at 6.375%. I have enough in pre-taxed income, 401k, HSA, and Roth to live comfortably but not lavishly. Would I be smar...
reddit.com
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
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