Estate
Showing 50 results of 471
Sell, Rent, or Borrow? Best Ways to Use Home Equity in Retirement
Oct 01 2024
Listener Ray is wondering what to do with his home as he embarks on a nomadic, van-life journey in retirement. Should he sell it to finance his travels or retain it for potential appreciation and cash...
buzzsprout.com
Should We Sell Stocks to Make a Large Purchase?
Oct 01 2024
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
The house is our longterm care policy. Is this an ok plan?
Sep 30 2024
We live in an area where the value of houses has appreciated quite a bit, and ours is paid off. We do not have an LTC policy, having heard poor experiences and reviews. But, depending on how long we c...
reddit.com
Here's What The Interest Rate Cut Means For Retirees
Sep 27 2024
Find out how the Federal Reserve’s interest rate cut could affect your retirement savings, investments, and mortgage payments....
forbes.com
459: An Estate Planning Alternative: Pros and Cons of a Living Inheritance
Sep 27 2024
If you’re a parent, do you plan to leave your child/children an inheritance? While generally, this wealth transfers upon your passing, another option to consider is the concept of a living inher...
retirewithpurpose.com
Fitness Update: “You Looked Like An Amorphous Blob”
Sep 26 2024
You looked like an amorphous blob. – a friend’s honest review of my physical shape Amorphous Blobs When I was working, I was very busy. Between a full-time job, a home remodel, this blog, ...
1500days.com
How to Choose Your Next Real Estate Agent
Sep 26 2024
When a husband learns he has a metastasizing tumor, or a mom receives news that her toddler has a rare ... Read more...
physicianonfire.com
Low-income Housing Improved but Residents Still Struggle
Sep 24 2024
U.S. house prices and rents have been rising for decades, interrupted only by the Great Recession. Rising costs have increased the already considerable burden on low-income people to pay for housing. ...
crr.bc.edu
What Creates That Cozy, Nestled Home Feeling In A Big City
Sep 23 2024
Have you ever walked into a home and instantly felt cozy, even in the heart of a bustling city? It's hard to pinpoint exactly why it feels so comfortable and serene amidst all the noise and chaos. In ...
financialsamurai.com
25 Things Home Buyers Instantly Hate About Your House
Sep 20 2024
With over 24 years of experience as a real estate investor, I’ve seen countless homes struggle to sell. The reason? First impressions matter more than you might think. When potential buyers walk...
dadisfire.com
How to Prepare to Be an Executor of an Estate
Sep 20 2024
Think about the responsibilities involved before agreeing to be an executor....
money.usnews.com
Retirees Living in Someone Else’s Home See Big Savings
Sep 19 2024
More than one in five older Americans is living with other adults – adult offspring, parents, grandchildren, extended family, friends – who are not their romantic partners. A new study exa...
crr.bc.edu
Getting Started on Estate Planning: Key Actions to Take
Sep 16 2024
Use this checklist to create an estate plan that reflects your goals and values....
kiplinger.com
Resist The Temptation To Do A Cash-Out Refinance As Rates Collapse
Sep 16 2024
With record-high home equity and declining mortgage rates, the temptation to do a cash-out refinance is growing. I’ve certainly considered it myself. However, after careful reflection, my conclu...
financialsamurai.com
How Kamala Harris’s Housing Plan Could Drastically Change Wealth Transfer
Sep 16 2024
In this episode, we unpack Vice President Kamala Harris’s ambitious plan to lower housing costs, which would be funded by adopting Senator Elizabeth Warren’s sweeping estate tax overhaul. ...
sites.libsyn.com
This Double-Dip Trust Benefit Really Is Too Good to Be True
Sep 15 2024
Let's clear up the confusion among some trust makers and taxpayers over how grantor trust status affects the step-up in basis and estate tax exclusion....
kiplinger.com
Four Key Elements of a Good Estate Plan
Sep 14 2024
An estate plan can be complex or simple, depending on your estate and your wishes, but every estate plan should accomplish these basic goals....
kiplinger.com
Considering a 721 Exchange? Adopt a Buyer Beware Mindset
Sep 11 2024
Having a tax-smart exit strategy for your real estate investment is a great idea, but if a 721 exchange is part of your plan, here's what you need to consider....
kiplinger.com
2024 Year End Estate Planning: Are You Ready?
Sep 10 2024
You may need to take action before 2024 year-end to protect your estate plan: avoid reciprocal trust & step transaction doctrines, file for the Corporate Transparency Act...
forbes.com
Maximizing Real Estate Returns In A Multi-Year Rate Cut Environment
Sep 09 2024
At long last, the time has finally come for the Fed to begin cutting rates in September. As a result, real estate investors will likely benefit from a tailwind over the next couple of years, after a r...
financialsamurai.com
To not be in debt in retirement, when do you buy your last house?
Sep 09 2024
After an earlier post about advice to give to kids about retirement, one of the most common answers was to be debt-free at retirement, including a mortgage. I got to thinking about that, and what that...
reddit.com
"old person" housing in a state that do not tax on retirement income?
Sep 09 2024
hello! I've entered my 50's and I need to start planning for housing...I just like to plan things and of course, I'm single, so it's good for me to plan, too. someone in a subreddit somewhere on reddi...
reddit.com
Aging in Place Will Be Big Business for Home Builders
Sep 09 2024
Many people will be looking to make their homes aging-friendly in the years to come....
kiplinger.com
First-time snowbirder with a house
Sep 09 2024
Hello. I live in Vermont and after long Covid delays (shutdowns, crazy interest rates), I really do not want to be here all of winter 2024-2025. This is a one-time transition, though I may do it seaso...
community.aarp.org
IoT as a Service (IoTaaS): Simplifying Adoption for Enterprises
Sep 07 2024
IoT has transformed how we communicate with plain objects and machines. It has accelerated communication and data analysis making it more productive and efficient at home or the workplace. However, th...
thinksaveretire.com
Should I Get a Mortgage for My Retirement Home?
Sep 04 2024
Have you thought about getting a mortgage for your home in retirement? If so, have you strategized how you would pay it off? In this episode, we explore Scott’s question about pursuing a mortgag...
share.transistor.fm
Should I Withdraw from My IRA to Pay Off My Mortgage?
Sep 04 2024
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...
share.transistor.fm
Where is home? Is there a home?
Sep 03 2024
We have been renting up in Maine for the past year (2 different properties) while also maintaining our primary home in Mass. it’s been a great experience for us. We can’t travel internatio...
reddit.com
Gift and Estate Tax vs Capital Gains Tax: Which Is Less?
Sep 02 2024
Capital gains tax rates might be lower than the gift and estate tax rate, but how you handle your estate and whether you use a trust can make a big difference in taxes owed....
kiplinger.com
Careful Giving Up Your Career To Be A Stay-At-Home Parent
Sep 02 2024
In April 2017, I made a commitment to be a stay-at-home parent for the first five years of my son's life. When my daughter was born in December 2019, I made the same commitment for the sake of equalit...
financialsamurai.com
Paying Mortgage Discount Points: A Powerful And Misunderstood Option
Sep 01 2024
Mortgage rates are always a hot topic in the news. Whether they are up or down they are newsworthy. There is a way to save on your mortgage and get a better great rate, regardless of whether rates are...
dadisfire.com
Want to Move to Portugal? What to Consider Financially
Aug 31 2024
Knowing what to expect when it comes to your taxes, investments, real estate, Social Security benefits and other money-related issues is critical....
kiplinger.com
The American Dream - Equity Growth Has Helped To Destroy It
Aug 30 2024
For many folks, their home is their only investment or a majority of it - for many, they think about the equity that it gains as a form of retirement financing - be that selling it for a hefty profit,...
community.aarp.org
How does retirement work with kids at home?
Aug 29 2024
People are getting married later and kids move out later. For instance I am 62 and going to back to school night tomorrow for my youngest. I can’t downsize yet and I still got my wife and three ...
reddit.com
A Different Way to Approach Your Mortgage in Retirement
Aug 28 2024
Conventional wisdom says don't carry any mortgage into retirement, and if you can manage that debt-free feat, good for you. But there are other options....
kiplinger.com
Seeking investment advice for a concerened 61 yr old.
Aug 26 2024
I am 61 years old. Reasonably healthy and still working. Wife is 65 and on disabilty but better after 2 new knees. I don't have any retirement plan other than SS. We just paid off our house, vehicles ...
reddit.com
Housing
Aug 26 2024
In the current election cycle, I am glad to see that people are talking about "affordable housing" and talking about needing MORE housing built - unfortunately builders are not building what is needed...
community.aarp.org
Is An Adjustable Rate Mortgage a Good Idea?
Aug 24 2024
When it comes to choosing a mortgage, one of the most significant decisions homeowners face is whether to opt for a fixed-rate mortgage or an adjustable-rate mortgage (ARM). While fixed-rate mortgages...
dadisfire.com
Benefits of Permanent Life Insurance in Your Estate Plan
Aug 22 2024
Liquidity and tax-free benefits can bring peace of mind to policyholders, and the healthier and younger you are when you get it, the better....
kiplinger.com
Would a Reverse Mortgage Work for You in a Gray Divorce?
Aug 21 2024
If you're getting a divorce but are reluctant to sell your home or can't afford to buy out your spouse's half, a reverse mortgage could be a solution....
kiplinger.com
Do You Need a Trust or a Will? 4 Questions to Ask
Aug 21 2024
Watch a free clip from the “Estate Planning in Your Retirement” online course to learn: The 4 essential questions that can help you determine if you need a trust or […] The post Do ...
theretirementsolution.com
Reader Case: Should this International Family Buy a House Abroad?
Aug 20 2024
What time is it? It’s reader case time! This reader case caught my eye because this international family decided to say no to the conventional North American 9-5 lifestyle by starting their own ...
millennial-revolution.com
Think Outside the Agent: Clever Things To Ask For When Buying a House
Aug 20 2024
When buying a house, many people are aware that they can negotiate the price. Some might even consider asking for a home warranty to be included in the deal. Home warranties are a common negotiation p...
dadisfire.com
Understanding Rental Property Depreciation Recapture: I’ve Paid It A Few Times
Aug 19 2024
Have you ever wondered why an old, worn-out car does not have the same value as a brand-new one? The same principle also applies in real estate, called rental property depreciation. As a real estate i...
dadisfire.com
Performance-Based Commission Rates By Top Real Estate Agents
Aug 19 2024
With the real estate industry finally lowering commission rates after August 17, 2024, a battle is brewing among brokerages and agents to win business. For example, Sotheby's has decided to charge 2% ...
financialsamurai.com
Four Things to Consider Before Giving Your Kid a Down Payment
Aug 16 2024
Younger generations sometimes face an uphill battle to buy their first home. Here’s how to decide if you can help — or if you should....
kiplinger.com
Proof The Real Estate Industry Is Finally Lowering Commissions
Aug 16 2024
I recently received an email from an agent at Sotheby’s, a prominent real estate brokerage with 1,115 offices located in 84 countries and territories worldwide, and I thought it was worth sharin...
financialsamurai.com
Why Your Retirement Likely Will Include An AI Humanoid Robot
Aug 15 2024
Home robots have been a futuristic fantasy, but advances in robotics and AI are converging with global aging. Tomorrow’s retirement plan might include a humanoid robot....
forbes.com
The Wonders of Telemedicine for a Doctor
Aug 12 2024
If you want to increase your income, telemedicine can be a viable option, and it can be done from the comfort of home. Here's what to know. The post The Wonders of Telemedicine for a Doctor appeared f...
whitecoatinvestor.com
Do You Need a Trust or a Will? 4 Questions to Ask
Aug 11 2024
Watch a free clip from the “Estate Planning in Your Retirement” online course to learn: The 4 essential questions that can help you determine if you need a trust or […] The post Do ...
theretirementsolution.com
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