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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 ...
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...
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....
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...
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...
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 ...
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...
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 ...
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...
While many retirees own an IRA and a home, very few are considering how they could work together in a plan for retirement income....
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....
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....
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...
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...
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...
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...
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....
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....
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....
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...
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...
Many people believe they have solid estate plans but really are putting their legacies at risk because of some very common oversights....
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...
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 ...
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...
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 ...
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....
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...
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...
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...
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...
President Trump might extend the bonus estate tax exemption or even repeal the estate tax. But estate planning remains important, just different....
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...
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....
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, ...
Consider the advantages and disadvantages of using real estate to fund your retirement years....
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...
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....
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...
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 ...
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...
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...
Homeownership is a cherished part of American society and a cornerstone of the American Dream. With the homeownership rate at 65% within the U.S. and home prices near record highs, the question is: ho...
The first Secure Act was a "game-changer for IRAs and Roth IRAs," according to a retirement expert. Here's the compelling case for paying taxes sooner....
The IRS just increased the exemption as we enter what could be the final year of TCJA....
Retiring in a couple of years, partner will follow soon thereafter. We're looking around the house and thinking about things to get done. What things did you do in your home in anticipation of aging i...