Estate
Showing 50 results of 577
Should You Pay Off Your Mortgage Before Retirement?
Feb 21 2025
A reader asks: I’m 46 and plan to retire by 55. I’ve calculated that I’ll reach my retirement number in ... Read more...
physicianonfire.com
The Ideal Vacation Property Size To Own Depends On Your Primary Home
Feb 21 2025
Unless you are incredibly rich, it's highly likely that your vacation property is smaller than your primary residence. Having a smaller vacation property is a rational choice given you don't live ther...
financialsamurai.com
Medicaid Cuts Still Are On The Table. How They Could Affect Seniors
Feb 21 2025
Some of those reductions could explicitly target Medicaid long-term services and supports (LTSS), such as personal assistance at home or nursing home care....
forbes.com
Estate Tax Repeal – Could It Be Real?
Feb 20 2025
Estate tax repeal may happen. What does that mean to your planning? (The answer is not to do nothing). Your will/revocable trust may not work without estate tax formulas....
forbes.com
Dave Ramsey’s 2025 Housing Market Predictions
Feb 19 2025
The housing market has been anything but predictable. Prices shot up, mortgage rates followed, and buyers were left wondering if they’d ever catch a break. If you’re hoping for a crash to ...
dadisfire.com
Solar Panels: A Bad Financial Decision for Me
Feb 18 2025
We recently spent $95,000 on new solar panels for our house. We were supposed to see huge rewards for doing so. But how does it pencil out? The post Solar Panels: A Bad Financial Decision for Me appea...
whitecoatinvestor.com
Here's How Estate Planning Can Make Your Retirement Easier
Feb 18 2025
These estate and legacy planning tools and strategies can help lower your taxes, protect your wealth and more, leaving you to relax during your golden years....
kiplinger.com
What Happens to Your Crypto When You Die? Estate Planning for Digital Assets
Feb 18 2025
Cryptocurrency has changed the financial landscape, and that includes estate planning. Unlike traditional assets, crypto presents unique challenges—there’s no customer service line to reco...
sites.libsyn.com
A Home Within Walking Distance of Everything Might Not Be Ideal
Feb 17 2025
When I lived in the Marina neighborhood of San Francisco, I could walk to endless bars and restaurants within 10 minutes. It was the perfect place for twenty- and thirty-somethings to live, socialize,...
financialsamurai.com
Luxury Home Upgrades That Are Worth the Investment
Feb 17 2025
Luxury Home Upgrades That Are Worth the Investment...
thinksaveretire.com
Vacation Rental in Retirement: Should You Airbnb or Vrbo Your Home for Extra Cash?
Feb 15 2025
Cash is king in retirement. That’s where a short-term vacation rental can change the income equation....
kiplinger.com
I Retired Young: Here’s Why I Love Investing In Real Estate (Even In Today’s Market)
Feb 14 2025
Some people work for decades, hoping to retire someday. I wasn’t interested in someday. I bought my first rental house at 20, picked up more over the next few years, and let real estate do the h...
dadisfire.com
How to set up financial arrangement for potential nursing home care in advance?
Feb 14 2025
I have a situation where I want to ensure that my spouse does not get manipulated by our relatives after my death. My spouse has always been a very giving person, and I feel the need to protect our as...
reddit.com
I'm 60, just paid off my $1 million home and have $750K in retirement savings — can I retire now?
Feb 13 2025
I'm 60, just paid off my $1 million home and have $750K in retirement savings — can I retire now?...
kiplinger.com
Performance Update, January 2025: Big Market Farts
Feb 13 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
Listed: Three Fabulous Homes to Retire in Portugal
Feb 12 2025
See three fabulous real estate listings of homes in Portugal for a vibrant retirement, as part of Kiplinger's "Listed" series....
kiplinger.com
Shared housing purchase and expenses for empty-nesters?
Feb 12 2025
Anyone have a good framework for a living agreement? My GF and I are empty nesters, and have been living together for about a year in my place. Her condo just sold, and we'll be living here until I re...
reddit.com
House and Senate Reintroduce CITs in 403(b) Plans Legislation
Feb 11 2025
Both bills would open a path for 403(b) plans to invest in CITs...
401kspecialistmag.com
Investing and estate planning questions as we approach retirement-still working
Feb 10 2025
Sorry in advance for the long post. Life gets more complicated as you get older! I’ve been handling our personal investments for years thru self-directed IRAs at Wells Fargo, but I suspect I&rsq...
reddit.com
Buy A Fully Remodeled, Move-In Ready Home Over A Fixer-Upper
Feb 10 2025
If there’s one lesson I’ve learned the hard way in real estate, it’s that a full-on, gut-remodel can be a nightmare. After years of painful, unpredictable remodeling projects, I can ...
financialsamurai.com
How a 401(k) Loan Could Derail Your Retirement Goals
Feb 10 2025
It is becoming more popular to take a 401(k) loan. A December 2023 report found “more retirement savers have taken loans from their 401(k) accounts over the past year, suggesting that U.S. house...
401kmaneuver.com
The Future of 1031 Exchanges Under Trump Looks Bright
Feb 08 2025
As a real estate investor himself, President Trump appears poised to preserve the tax-deferring power of this strategy. But you still must follow the rules....
kiplinger.com
How Much Cash You Should Keep at Home For An Emergency
Feb 07 2025
No one really thinks about emergency cash until they’re in an emergency. It’s easy to assume your debit card or phone can handle everything, until a power outage, natural disaster, or glit...
dadisfire.com
What Gen 20 Should Know About Early Real Estate Investing
Feb 07 2025
What Gen 20 Should Know About Early Real Estate Investing...
thinksaveretire.com
Empowering Widows: Five Goals for Financial Security in 2025
Feb 07 2025
Tackling these strategies one at a time, whether it's updating estate planning or reassessing investments, can help put you on track for financial stability....
kiplinger.com
Unplug These 15 Energy Vampires And Save Hundreds on Your Electric Bill
Feb 06 2025
You might not notice, but many devices around your house are quietly running up your electric bill. If something’s turned off, it shouldn’t be costing anything, right? Wrong. A surprising ...
dadisfire.com
Pros and Cons of Renting Versus Owning in Retirement
Feb 06 2025
Here's how to decide if you are better off renting or owning a home in retirement....
money.usnews.com
Four Ways To Use Your Home Equity To Boost Your Retirement
Feb 05 2025
Americans have a lot of value sitting in their homes. If you are among them, here is how to use your home equity to protect, grow and supplement your retirement nest egg....
kiplinger.com
The “Silver Wave” takes form in real estate inheritance. How that could impact future finances
Feb 04 2025
The Silver Wave is here: As Baby Boomers enter their senior years, they stand to leave significant assets to their heirs. Knowing what to do with an inherited home, and how it fits into a person&rsquo...
empower.com
Trade Wars Could Be What The Housing Market Needs To Heat Up
Feb 03 2025
As a stock market investor, I’m disappointed in the new tariffs President Trump has imposed—10% on imports from Chinaand25% on imports from Mexico and Canada, including a10% duty on Canadi...
financialsamurai.com
How Our Portfolio Performed in 2024 (Including Real Estate!)
Jan 31 2025
While our portfolio didn't do quite as well as the S&P 500, we still had a solid year. But what about all of our real estate holdings? The post How Our Portfolio Performed in 2024 (Including Real ...
whitecoatinvestor.com
Handy retired people, do you have a recent home project you’re proud of?
Jan 31 2025
Not assuming anything about the gender of the handy person, retirement often comes with honey-dos that mean a repair, an upgrade, or major work. I’m mostly interested in projects that you took o...
reddit.com
Real Estate, the National Debt, and the Financial Challenges of Building a Practice
Jan 30 2025
Answering questions about 1031 exchanges, the national debt of the US and how much of a problem it'll be, and what's the latest with the SAVE student loan forgiveness program. The post Real Estate, th...
whitecoatinvestor.com
Get Cash Quick! 20 Items Pawn Shops Will Pay You Big Money For
Jan 29 2025
Sometimes, you just need money fast. Other times, you look around your house and realize you’re holding onto things you haven’t touched in years. I’ve got a rule: if I don’t us...
dadisfire.com
10 Tips For Snowbird Retirees To Protect Their Nest Eggs
Jan 29 2025
Take time to find the right kind of new home in the right place, consult with professionals who live where you are looking to move and do not leave yourself cash poor....
forbes.com
Listed: Live Your Snowbird Life Year-Round in These Three Homes
Jan 29 2025
See fabulous real estate listings of homes in snowbird destinations Savannah, San Diego and South Padre Island, as part of Kiplinger's new "Listed" series....
kiplinger.com
Buying A House For Your College Student Could Be Better Than Renting
Jan 28 2025
With dorm room costs rising faster than tuition, this is an option for families that can scrape up a down payment, find a manageable mortgage and maintain the property....
forbes.com
Anyone retire and upscale house as investment? Talk me down or confirm my logic
Jan 28 2025
I am retiring very soon. The wife and I are wanting to leave the cheap cost of living small town we live in now and move closer to our kids. Unfortunately, we will need to spend roughly an extra $300K...
reddit.com
Real Estate Syndications — Who Are They Right For?
Jan 28 2025
Among some investors, real estate syndications get a bad name. Let's talk about why and how an intelligent investor invests in syndications. The post Real Estate Syndications — Who Are They Righ...
whitecoatinvestor.com
Wills Gone Wild: How to Avoid Estate Planning Disasters
Jan 26 2025
These wills gone wild may be extreme examples of poor estate planning, but experts explain how easily a will can go to the dogs....
kiplinger.com
selling house and renting apartment in retirement
Jan 25 2025
My wife and I are 59 and we plan to take an early retirement later this year. We also plan to move closer to our kids, across the US, to a more expensive area. We are very concerned about the home pri...
reddit.com
Luxury housing market soars above housing market slump
Jan 24 2025
2024 may have been one of the slowest years for home sales in decades, but it was one to remember for the country’s priciest zip codes....
empower.com
Aging In Place May Not Be The Answer
Jan 23 2025
Moving to a retirement community is a big decision. Many of us want to stay in our house for as long as we possibly can. But that can lead to isolation and loneliness....
forbes.com
What NOT to Buy for Your Home: 24 Regrets from Homeowners
Jan 22 2025
For over half my life, I’ve been involved in the real estate industry as both an investor and a landlord. When it comes to home improvement, I’ve learned a great deal about what works and ...
dadisfire.com
Listed: Two Dream Houses to Retire in Puerto Rico
Jan 22 2025
See three dreamy real estate listings of homes in Puerto Rico for a wonderful retirement....
kiplinger.com
Anyone struggle with asset reallocation into the bull market?
Jan 22 2025
I'm turning 61 soon and my 401k haa been 100% in stocks. I'm doing ok and I'm thinking in 4 years I might retire or go part time at a fun job like Home Depot. So I've been thinking and advised to star...
reddit.com
10 Ways to Reduce Your Housing Costs in Retirement
Jan 21 2025
Housing accounts for more than a third of many seniors’ spending. Here’s how to save....
money.usnews.com
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
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