Estate
Showing 50 results of 640
Rising House Prices in COVID Still Cause Sticker Shock
Feb 09 2024
If you want to find a place where houses remain affordable, try Syracuse, New York. It’s a college town, so it’s probably a nice place to live. Syracuse is the only large U.S. city where t...
crr.bc.edu
?? Find the Best Place For Your Retirement (AARP Article)
Feb 09 2024
Creative and innovative housing options to live your best life. https://www.aarp.org/retirement/planning-for-retirement/info-2021/unique-retirement-communities.html...
community.aarp.org
The No Regret Retirement: Make Sure You Are Happy with the Big Decision
Feb 08 2024
Retirement is a big deal. It is a major life transition and just like you didn’t want to choose the wrong college, marry the wrong partner, take the wrong job, or buy a house in the wrong locati...
newretirement.com
How To Afford a House These Days
Feb 05 2024
– The other day, an MMM reader stopped by and left the following comment on one of my older posts about the principles of FIRE: “While I still find some of MMM’s advice relevant, it ...
mrmoneymustache.com
Will Contract: Should You Have One?
Feb 04 2024
Should a married couple sign a will contract to backstop their estate plan, especially in a second or later marriage? While these make sense, they can be problematic....
forbes.com
In-Home Care for the Seriously Ill - You May Qualify for More Help Than You Think
Jan 31 2024
The husband of a friend of mine died a few months ago. He was only on hospice for two days before he died. Although they had paid for long-term care insurance for years, he did not take advantage of i...
baby-boomer-retirement.com
Selling/Moving Dilemma Advice/Experience?
Jan 30 2024
I will be retiring December of this year. Husband retired a few years ago. We are not yet collecting SS since I'm working full time and there's no need to yet. We have a home that we will be selling a...
reddit.com
2023 Real Estate Crowdfunding Performance
Jan 29 2024
2023 was a tough year for commercial real estate. The Fed raised the interest rate 11 times and the cost of borrowing money increased tremendously. Commercial developers had a hard time getting reason...
retireby40.org
Origin’s Top 10 2024 Predictions for Multifamily Real Estate
Jan 26 2024
Every year since 2019, I have posted my top 10 multifamily real estate predictions for the year (and every year, ... Read more...
physicianonfire.com
Revisiting Your Estate Plan: Ensuring Your Wishes are Fulfilled
Jan 25 2024
Although it’s not the most exciting thing on the financial to-do list, it’s always a good idea to revisit your estate plan from time to time. If you have experienced a major life transitio...
newretirement.com
5 Tips on How to Get Started with Estate Planning
Jan 24 2024
The post 5 Tips on How to Get Started with Estate Planning appeared first on The Retirement Solution....
theretirementsolution.com
Reader Case: We have an Infant and are House Horny. Help!
Jan 23 2024
Guess what? Today, we’re going to do a reader case because the title caught my eye, and it was simply too tempting to pass up. I saw this: “we had our first baby 8 months ago and now we&rs...
millennial-revolution.com
Be Sure You Have The Most Important Document In Every Estate Plan
Jan 22 2024
The priority of every estate plan shouldn't be taxes, investments, gifts, or other financial issues....
forbes.com
Rates Are High and Demand Is Low . . . So Why Aren’t Home Prices Falling?
Jan 18 2024
[Editor's Note: The best medical conference of the year will arrive in a few short weeks, and if you can’t be at the Physician Wellness and Financial Literacy Conference (WCICON24) in person, yo...
whitecoatinvestor.com
Retirees Spend a Lot of Time and Money to Buy Their ‘Forever Home.’ Then They Sell It.
Jan 17 2024
WSJ article from a few years ago: https://www.wsj.com/articles/retirees-spend-time-money-for-forever-home-sell-it-11636402781 [Archive.is link here if you don't have a WSJ subscription] I thought it w...
reddit.com
Rent Out, Sell, Or Create A Wellness House For Better Health
Jan 15 2024
At the end of 2023, feeling burnt out and in need of a peaceful environment to work on my book, I opted for a wellness retreat lasting just one day. Instead of spending $2,000 a night at a wellness ce...
financialsamurai.com
Worldwide retirement communities similar to The Villages?
Jan 13 2024
Me and my spouse really like the idea of The Villages in Florida where you get to own your own home and there’s a bunch of things to do all the time (soccer, pickleball, swimming, knitting) and ...
reddit.com
Past The Real Estate Market Bottom With Brighter Days Ahead
Jan 12 2024
In this episode, I interview Ben Miller, the CEO of Fundrise, discussing his revised perspective on the real estate market for 2024 and beyond. The year 2023 posed challenges for institutional real es...
financialsamurai.com
How Our Portfolio Performed in 2023 (Including Real Estate!)
Jan 08 2024
[Editor's Note: The White Coat Investor wants to understand who our readers are and what they want. That’s why we created this survey—so we can make sure we continue to serve you as best w...
whitecoatinvestor.com
Conservative investment alternatives as CD rates drop.
Jan 04 2024
As CDs mature and rates drop, where would you move this money? My current portfolio is 50% Equities, 40% CD and 10% Bonds. I'm drawing SS and plan to retire this year. I'm 68 years old, sold my house ...
reddit.com
Converting A Horrendous Market Structure Into The Best
Jan 03 2024
A new online marketplace - the Certified Mortgage Network - promises to benefit borrowers by creating close to perfect competition...
forbes.com
An Achievable Goal For 2024: Strengthen Your Muscles
Dec 29 2023
New Year's Resolution: Small habits, like starting 15 minutes of strengthening work at home and getting enough protein can keep you from losing independence as you age....
forbes.com
Estate Plan In The New Year
Dec 27 2023
Estate planning is vital to your protection and those you love. Plan!...
forbes.com
November Performance. It’s All Good.
Dec 27 2023
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
Should I Withdraw from My IRA to Pay Off My Mortgage?
Dec 27 2023
One of our listeners actually has a better mortgage rate than me! However, as they begin to test their retirement budget they have found that the mortgage payment leaves that budget a bit tight. So th...
rogerwhitney.libsyn.com
Should We Sell Stocks to Make a Large Purchase?
Dec 26 2023
Should you sell long-term stocks for a real estate investment? I walk through one listener’s question and explain what you need to consider before making such a decision. Aside from the obvious&...
buzzsprout.com
410: 7 Principles of Estate Planning and Building a Legacy That Lasts with David York
Dec 25 2023
Today, I’m speaking with David York. David is an attorney, a CPA, an author, speaker, and managing partner at York, Howell & Guymon. David has over 26 years of estate planning experience and...
retirewithpurpose.com
10 Step Year-End Financial Checklist for Physicians
Dec 23 2023
As we wrap up 2023, it’s the perfect time to evaluate our finances, including taxes, investments, retirement, savings, and estate ... Read more...
physicianonfire.com
Renting out your home to fund retirement
Dec 17 2023
I live in Southern California, small beach town. The majority of my money is tied up in my house. I only have $600k in retirement funds, but my house is worth 2.5mil. I still owe $400k, but at 2.5%. I...
reddit.com
How To Prepare For Upcoming Bidding Wars When Buying A Home
Dec 15 2023
Anticipating future trends can lead to smart investments. Drawing from my 20 years of real estate investing experience, I expect bidding wars to resurge in the housing market in 2024 and beyond. The m...
financialsamurai.com
Home Insurance Needs For Paid Off Properties With No Mortgage
Dec 13 2023
In my post, the percentage of homeowners who pay cash, a reader asked my opinion on having home insurance for paid-off properties. Paid off properties include a property you purchased with all cash or...
financialsamurai.com
Are you eating to live or eating anything you want in retirement?
Dec 13 2023
Found a fascinating article about eating for longevity here: https://www.marketwatch.com/story/at-65-i-thought-i-could-eat-whatever-i-wanteduntil-i-woke-up-in-an-icu-7ca9906a?mod=home-page Thi...
reddit.com
Where do Americans live after 85? Look inside the homes of 11 seniors
Dec 12 2023
It’s one of the most critical questions facing aging Americans: Where to live as you get older, and may require more care? Many might imagine living in a nursing home. But an analysis of census ...
reddit.com
House Rich Cash Poor Is A Terrible But Fixable Situation
Dec 11 2023
House rich, cash pooris when you have a lot of equity in your house but not a lot of cash. For whatever reason, a homeowner has untapped equity in their property but is unwilling or unable to withdraw...
financialsamurai.com
2024 Housing Market Price Predictions By Industry Experts
Dec 09 2023
Now that I've published the 2024 S&P 500 predictions, let's look at the 2024 housing market predictions by various industry experts. The forecast for 2024 home prices ranges from -1.7% to +4.1%. R...
financialsamurai.com
The Case Of The Evil Yoga Teacher For An Aging Parent
Dec 08 2023
Someone who comes to the home of an elder with cognitive impairment can be a setup for financial manipulation. This is what happened in a real case....
forbes.com
Are You Selling Yourself Short? I Think I Am.
Dec 08 2023
The post Are You Selling Yourself Short? I Think I Am. appeared first on Millennial Money. I live in a beautiful house surrounded by trees. It’s peaceful here. I wake up and go to sleep when I w...
millennialmoney.com
Should Your Spouse Work or Stay At Home?
Dec 06 2023
In this week’s video, we’re going to talk through one of the most difficult decisions a couple can make: can they live on a single income to be able to stay at home with their kids. This u...
thomaskopelman.com
Family Care Demands Don’t Stop at Nursing Home Door
Dec 05 2023
Anyone who thinks that moving an elderly parent out of her home and into a facility will eliminate the need for most of the care they’ve been providing should think again. Two University of Penn...
crr.bc.edu
Retirement Spending and Timing Your Mortgage Payoff - 458
Dec 05 2023
Should Brian in Binghamton, New York pay off his mortgage for a guaranteed 6% return? How bad did Steve in Pittsburgh screw up his retirement, and can he afford to buy a new house away from his a-hole...
purefinancial.com
Sorting out options on where to retire, stay in home state or venture out...
Dec 04 2023
Retiring soon and contemplating where to live. Born in NYC and have lived in NJ since I was 4 years old. Both parents passed so nothing keeping me in NJ. Strongly considering Florida in a new communit...
reddit.com
The Biggest Problem With Being A Long-Term Investor
Dec 02 2023
Everybody knows that being a long-term investor is the way to go. The longer you can stay invested in the stock market and real estate markets, the greater your chances of making more money. There's j...
financialsamurai.com
Keeping entire portfolio in one investment house?
Dec 02 2023
I have just retired. I want to move my investments from 3 different investment co (schwab, fidelity, vanguard, TSP) to just Vangard. The total $ is greater than the $250k that is insured by the US. Sh...
reddit.com
Inflation-Proof Investing: How Physicians Can Build Wealth with Real Estate
Dec 01 2023
The 2023 real estate crash isn’t here yet, and we have a great guest article from our good friend Dr. ... Read more...
physicianonfire.com
All The Surprising Costs That Come After A Home Purchase
Nov 30 2023
Just like how the purchase price of a car is not the entire cost, the purchase price of a house is not the entire cost either. Let's discuss all the surprising costs that may come after you close escr...
financialsamurai.com
Any good books to read on Estate Planning?
Nov 30 2023
My dad passed away a couple of years ago, and the entire process of probate, inheritance, beneficiaries was a mess. The emotional effects were obviously hard enough on my mom, but this compounded ever...
reddit.com
October Performance: Tesla Take Down!
Nov 29 2023
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
Should You Tell Your Beneficiaries What They Will Inherit: 10 Estate Planning Tips
Nov 28 2023
Should you tell your heirs what your assets are or what they should expect to inherit?...
forbes.com
What Is Estate Planning? A Guide And FAQ For Investors
Nov 28 2023
Estate planning is an often overlooked topic during the financial planning process. Here's why that's a mistake....
forbes.com
The Pros and Cons of Using Your Home as an Inheritance for Your Heirs
Nov 23 2023
A home holds more than just financial value for most people; it becomes filled with fond memories and emotional significance over time. The desire to keep such a home within the family, with the inten...
newretirement.com
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