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Affordable housing, mild summers and friendly small towns draw retirees to the Great Lakes State. By Patrick J. Kiger. Published November 08, 2023. https://www.aarp.org/retirement/planning-for-retirem...
Downsizing in retirement is common. What's less common is building the new home yourself. Can a senior in California pull it off?...
Looking to retire in a year or two and planning to sell my home with stairs in a high tax community for a ranch-style home in an area of lower property taxes. I like the idea of living in the country ...
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...
Creative and innovative housing options to live your best life. https://www.aarp.org/retirement/planning-for-retirement/info-2021/unique-retirement-communities.html...
– 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 ...
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....
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...
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...
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...
Every year since 2019, I have posted my top 10 multifamily real estate predictions for the year (and every year, ... Read more...
The post 5 Tips on How to Get Started with Estate Planning appeared first on The Retirement Solution....
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...
The priority of every estate plan shouldn't be taxes, investments, gifts, or other financial issues....
[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...
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...
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...
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 ...
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...
[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...
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 ...
A new online marketplace - the Certified Mortgage Network - promises to benefit borrowers by creating close to perfect competition...
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....
Estate planning is vital to your protection and those you love. Plan!...
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...
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...
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&...
As we wrap up 2023, it’s the perfect time to evaluate our finances, including taxes, investments, retirement, savings, and estate ... Read more...
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...
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...
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...
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...
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 ...
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...
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...
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....
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...
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...
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...
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...
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...
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...
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...
The 2023 real estate crash isn’t here yet, and we have a great guest article from our good friend Dr. ... Read more...
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...
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...
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...
Should you tell your heirs what your assets are or what they should expect to inherit?...
Estate planning is an often overlooked topic during the financial planning process. Here's why that's a mistake....
“Move out of your apartment and enjoy the RV life,” they said… “It’ll be fun!” Ok, that’s only sort of what happened. We enjoyed our past couple of monster r...