Estate
Showing 50 results of 503
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
Alternative Investments, Annuities, and Real Estate Syndications - 491
Nov 30 2024
What do Joe Anderson, CFP® and Big Al Clopine, CPA think about alternative investments? Andrew in Ohio wants to know. Are real estate syndication deals for real, and a YMYW listener just chose poo...
purefinancial.com
This is the Biggest Way People Waste Money in Retirement
Nov 30 2024
Meet Sarah—a retiree with a multi-million-dollar portfolio, no mortgage, and all her income needs covered by Social Security. Yet, she hesitates to furnish her newly expanded home, fearing it wo...
buzzsprout.com
Hidden Flaws That Frequently Mess Up Estate Plans
Nov 27 2024
Many people believe they have solid estate plans but really are putting their legacies at risk because of some very common oversights....
forbes.com
When Does Buying a House Make Sense?
Nov 26 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
Seniors Building Home Businesses - Essential Steps
Nov 24 2024
Exploring the idea of starting a home-based business presents a unique opportunity for seniors looking to blend their wealth of experience with the flexibility of self-employment. This venture allows ...
baby-boomer-retirement.com
Home maintenance in retirement, is a Home Warranty a good investment or scam
Nov 21 2024
I have been retired for a year and my wife will be retiring soon. We own our small home (1100sq/ft) and do what ever maintenance our selfs. But we don't do our own, plumbing, electrical or roofing etc...
reddit.com
Do we pay off the house or not?
Nov 18 2024
Hello, My husband is 9 years older than I (he turns 60 this month) and wants to retire as soon as possible. A lot of hard work over the year and killed his body. I will continue working until I am 66 ...
reddit.com
Estate Planning: How Does the Basis Step-Up Rule Work?
Nov 16 2024
The step-up in basis, one of the most powerful tools in estate and tax planning, can make a huge difference in capital gains taxes owed....
kiplinger.com
You Can Dial Back Real Estate Risk
Nov 12 2024
We know you can and should take some risk when investing in stocks, but does that same principle apply to real estate investing? The post You Can Dial Back Real Estate Risk appeared first on The White...
whitecoatinvestor.com
Should You Ever Put More Than 20% Down on a Home?
Nov 12 2024
Now that the Fed has cut rates yet again, it looks like the housing market might start heating up. This means that you may finally get the chance to get a reasonable mortgage rate. Of course, reasonab...
ofdollarsanddata.com
When to Pay Off Your Home, Retire, and Do Roth Conversions - 503
Nov 12 2024
When should Jack and Swan in Florida pay off their home, retire, and convert their savings to Roth for lifetime tax-free investment growth? Jennifer in Colorado wonders whether she should take taxes i...
purefinancial.com
Looking for a great retirement option that is affordable!
Nov 10 2024
I'm 59 and my retirement savings situation is not great. I'm single, female, and live in Texas. I do own a home right now, I have about $140k in equity. I am still working full-time and I'm planning t...
reddit.com
Trump Presidency: Yes, Estate Planning Is Still Important
Nov 10 2024
President Trump might extend the bonus estate tax exemption or even repeal the estate tax. But estate planning remains important, just different....
forbes.com
8 Ways to Cut Housing Costs for Retirement
Nov 08 2024
Should you try to cut housing costs? Is there an option that is right for you? Downsizing? Retire abroad? Refi? Explore your options. The post 8 Ways to Cut Housing Costs for Retirement appeared first...
boldin.com
Are You an Estate Planning Procrastinator? Where to Start
Nov 05 2024
Quit putting it off, because it's vital for you and your heirs. From wills and trusts to executors and taxes, here are some essential points to keep in mind....
kiplinger.com
The Impact of Housing Prices When Mortgage Rates Fall
Nov 05 2024
You're looking for that perfect house, but the mortgage rates are just too high. It feels like every time you find a place you can afford, the monthly payments are still out of reach. Then, suddenly, ...
thinksaveretire.com
Should You Include Real Estate in Your Retirement Plan?
Nov 05 2024
Consider the advantages and disadvantages of using real estate to fund your retirement years....
money.usnews.com
You Need an Estate Plan
Nov 04 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...
andrenader.substack.com
1031 Exchanges: Common Errors You Want to Avoid
Oct 31 2024
In the world of real estate investing, 1031 exchanges have become a popular tool for deferring taxes and maximizing investment returns. In a nutshell, 1031 exchanges are unique investment strategies t...
baby-boomer-retirement.com
Don't Wait to Lock In High Estate and Gift Tax Exemptions
Oct 31 2024
One of the most sweeping changes to U.S. tax code in modern history could be on the horizon. Now is the time to maximize the legacy you leave your loved ones....
kiplinger.com
How Do You Compare? Average Cash Savings, Home Equity, Retirement Savings and Other Balances of the American Middle Class
Oct 31 2024
Worried about money? You're probably in better shape than average! Compare your balance to the average cash, savings, home equity of others. The post How Do You Compare? Average Cash Savings, Home Equ...
boldin.com
51 Ways to Make Money from Home in 2024
Oct 30 2024
Discover 51 legitimate ways to make money from home in 2024! From freelancing and selling products to passive income apps and tutoring, explore the best work-from-home opportunities for earning extra ...
thinksaveretire.com
An Intriguing Idea: 5 Reasons We Should Talk About Harris’ Medicare Home-Care Benefit
Oct 29 2024
An examination of long-term care is good for all of us. As someone trying to become more knowledgeable about long-term care, I was surprised and intrigued by Vice President Harris’ proposal to c...
crr.bc.edu
Popular Topics
Filter content by these topic groups: