Estate
Showing 50 results of 615
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
Deferred Sales Trust: An Alternative to a 1031 Exchange
Mar 01 2025
If you're looking for the best tax-efficient way to sell a real estate investment, should you use a deferred sales trust or a 1031 exchange? The post Deferred Sales Trust: An Alternative to a 1031 Exc...
whitecoatinvestor.com
How To Make Your Children Millionaires Before They Leave Home
Mar 01 2025
If you don’t believe the world will grant your children a fair chance to succeed, you may want to take matters into your own hands as parents. One way is to set them up for financial independenc...
financialsamurai.com
8 Ways to Invest in Real Estate for Wealth and Retirement
Feb 28 2025
Learn about 8 options for investing in real estate for retirement. Explore the pros and cons and discover which one is right for you. Read now... The post 8 Ways to Invest in Real Estate for Wealth an...
boldin.com
Probate: The Terrible, Horrible, No Good, Very Bad Side of Estate Planning
Feb 27 2025
We ask estate planning experts how to avoid probate. Because trust us, you don't want your assets to wind up there....
kiplinger.com
Unpopular Opinion: 10 Reasons Why Housing Is Actually Affordable
Feb 25 2025
I believe that housing has always been affordable. People say, “It’s different now,” but that’s what they’ve always said. The real issue isn’t affordability, it&rsq...
dadisfire.com
The Million-Dollar Mindset of Personal Finance Enthusiasts
Feb 24 2025
I keep reflecting on how incredible 2024 was. With the S&P 500 up 23%, Bitcoin surging, and residential real estate climbing in most of the country, personal finance enthusiasts have had an amazin...
financialsamurai.com
Getting Divorced, what is best for me financially? Keeping or selling our house?
Feb 24 2025
submitted by /u/MidAmericaMom[visit reddit] [comments]...
reddit.com
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
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