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Many retirees have made Florida their home, but is it right for you? Where you choose to set up your retirement life means considering more than the weather.
Jeremy Keil walks through three critical questions future retirees can answer before their paycheck stops Most people spend decades preparing for retirement by focusing on one number: How much have I ...
You've done well if you've set up a basic estate plan, but don't stop there. You can now adopt the same principles the wealthy use to establish a legacy.
UK 56M, I have worked abroad for the last 8 years and plan to work as long as my body allows, but at least up until UK state pension age, mainly because I had kids later in life (they're going to Uni ...
Hi, all. Planning for retirement next year. Looks like my social security and pension (both inflation-adjusted, a bit less for the pension) will cover my basic budget without the need to tap the 401k,...
We asked financial advisers if this couple should cut expenses or borrow money to host this summer.
You should be aware about the Reciprocal Trust Doctrine when creating trusts as part of your estate plan, especially if they're irrevocable. The post The Reciprocal Trust Doctrine appeared first on Th...
The home equity market is evolving, creating options for affluent homeowners who want to avoid traditional means of borrowing and access capital more quickly.
Neal K. Shah, the founder of CareYaya, a company that links students in the healthcare field with seniors needing assistance, has some strong opinions about elder care in the United States. The word Y...
Forbes compared nearly 1,000 U.S. locales on everything from housing costs and taxes to healthcare, crime, air quality and natural hazard risk. These are the top 25 spots.
A lot of people say they might buy a house “in 5 years” and leave too much cash sitting on the sidelines for a decade. My 3-75 Rule is a simple way to decide when money should still be invested and wh...
IRAs form an important part of your estate plan. Give yours some attention so they work in harmony and ensure your wishes will be carried out as you intend.
Inherited real estate can strain families. Clear planning, buyouts, and transparency help balance financial goals while preserving relationships.
Back in November, I wrote about the F.O.O.L.I.S.H. Project: F*&^%$# Obnoxious Ostentatious Luxuriously Irreverent Silly House Mindy and I are doing something I NEVER thought I’d do; scrape a home and ...
I am considering retiring in a couple of years. I have 4.780% $125K mortgage that matures at the end of 2033. Should I: Pay off the principal in full now and bank what I would pay monthly. Wait to pay...
I received a severence check from my company for the VSP. Boldin says I have enough to spare a 15k car to my daughter which will help her through Grad School. She will be living with me and we have be...
I often get asked how I was able to buy so many houses with such low income. I bought my first house in my early 20s while unemployed. Since then, I’ve purchased over a dozen more with a total of $800...
The streaming series "House of Guinness" led many parents to reconsider the conventional wisdom about distributing an estate.
Episode 514 00:00 Another panic selloff 00:46 Live YouTube Q&A session April 1, 4pm eastern 01:44 Realpolitik perspective on markets & life 03:11 Real Estate is just as unstable as the stock market 04...
We are hoping to retire in next 2-3 years. We met and married in San Francisco and loved that urban vibe when we were young. Kids came along and we relocated to Roswell GA just outside of Atlanta in t...
This is going to be a bit long. We are planning on getting LTC insurance, my wifes dad used his benefit and we have no kids. I am just not sure how to think about it. I conceptualize 3 different reaso...
Wish we all could see the future! Will be 70 later this year. Still working part time, started collecting SS at FRA. Divorced long ago, never really recovered financially. Work recently started a 401k...
We paid for our daughter's $75K wedding. Now she is earning less than our sons and needs more help to buy a house. Are we being unfair, or even sexist?
My wife (68) and I (71m) have been house-bound for the last two years with a demented pet that required getting up 2 to 3 times during the night. We finally put our pet down last month. Together with ...
Homeownership builds wealth through forced savings, not soaring prices. This second article explains the real returns on housing and what buyers must know before they purchase.
Answering listener questions about comparing REITs and syndications, how to spot red flags in private deals before you commit your money, and how to avoid PMI when buying a home. The post Real Estate ...
I’m just not a sit-around-the-house kind of guy, never have been. I also think it’s a blast to learn something new, especially under the eye of someone who really knows what they’re doing. And so I kn...
My husband and I are both 64 years old. My husband is disabled. We are currently living near my children and grandchildren, but we’ve realized it’s too expensive to live in our current state. I retire...
I retired in September '24 after burning out during the pandemic and caregiving a demented parent. That parent (the last one) died 2 years ago and then I spent a year dealing with the physical aspects...
After the final day of swimming and tennis at the sports club we're dropping, I took my kids to an open house in San Francisco. My wife was on a mom’s trip to Napa and I wanted to keep introducing my ...
Incorporating housing wealth and lifetime annuities in your retirement income plan can offer a significant tax-cost advantage over an investment-only plan.
The plan would shift much long-term care from Medicaid to Medicare. It would for anyone with a significant need for care but tie benefits amounts to income and assets.
After publishing my piece on the shocking cost of eldercare, a question kept nagging at me that I couldn't shake: when money is finite and the people you love are not, how do you decide who to help or...
Hello. I (59F) have been trying to plan to retire early-ish for years. I would like to very much soon. I have tried to make my plans generally as fitting the circumstance at the time only to have the ...
The government ratings for nursing homes are volatile and have significant shortcomings, according to a recent study.
Unless you're listening to this while flying in your own Gulfstream, federal estate taxes probably aren't something you need to worry about. In 2026, they only apply to estates over $15 million, or $3...
You may be sitting on a lot of home equity – but deciding to sell isn’t so simple.
Pulling money from a 401(k) to buy a property now means you'll lose the power of compounding — and decades of potential growth those funds could have generated.
I'm still working, born in 1959, and making more than I have in my top 35 years, so working still is going to be bonus additional money. Has anyone ever done this before? Everyone I know retired and s...
IDK how much I can share here. You never know if someone you know is also here. After 28 years, I'm done. If the work were not so horrible, and the company so greedy, I'd probably stay and make it a f...
We are Gen Jones and are retired nearly 2 years now. Like many parents of our generation, we have an adult Millennial child still living at home. He has a skilled career and makes good money, but it w...
We asked estate planners how to protect his one-year-old dog when his heirs aren't up to the task.
Before you confirm any estate plans, look in the mirror — your philosophy on life will inform your legacy, and that will allow a meaningful plan to unfold.
Afternoon all - A few days ago, I saw a video from a fianancial consultant who was advocating that if you own a home you should consider selling it when you retire, take the proceeds from the sell and...
Tuesday, April 07 - Monday, April 13, 2026 Most Commented score comments title & link 19 25 comments Retired folks: Best time of year to save money on home improvement projects? Top Comments score com...
We're 67 with $5.8 million after years of scrimping. I want to spend $300K on much-needed home renovations and a new car. How do I get my wife to say "yes"?
Americans have enjoyed lifestyles that would normally be out of reach to them by working remotely in countries with lower living costs.
Should medical residents be buying a house that they'll probably only live in for 3-5 years? I don't think it's a great idea. The post The Case Against Resident Homeowners appeared first on The White ...
From "tax traps" to "safety deposit box blunders," discover the 10 most common mistakes people make when planning their estate.
We’ve all read the research about the “Go-go, slow-go and no-go” periods of retirement and decreased real-dollar spending as we age, but contrary to observed research, most decumulation strategies tod...