Estate
Showing 50 results of 708
Five Tips For Estate Planning in 2025
Apr 29 2025
We're almost halfway through the year. Is your estate in order? If not, here are some tips to get it done in 2025....
kiplinger.com
Trump's Immigration Policies and the Price of Home Healthcare: First 100 Days
Apr 29 2025
President Trump's immigration policies may wallop your pocketbook if you rely on a home healthcare aide....
kiplinger.com
The 3 Parts to a Perfect Estate Plan: Part 2a: Non-Probate Transfers
Apr 29 2025
In this episode, we explore how to pass on your assets smoothly and efficiently—without dragging your loved ones through probate court. You’ll learn why probate can be costly and time-cons...
sites.libsyn.com
Serious Medical Diagnosis? Four Financial Steps to Take
Apr 28 2025
A serious medical diagnosis calls for updates of your financial, health care and estate plans as well as open conversations with those who'll fulfill your wishes....
kiplinger.com
FIRE in San Francisco: Updated Projections After Taxes, Social Security, and Housing Scenarios
Apr 26 2025
I received many questions after concluding in my post “How Much is Enough to FIRE in San Francisco” that $5,654,000 was enough to cover my current and planned future spending needs....
faangfire.com
The Home Stretch: Seven Essential Steps for Pre-Retirees
Apr 26 2025
The decade before retirement is the home stretch in the race to quit work — but there are crucial financial decisions to make before you reach the finish line....
kiplinger.com
23 Signs Someone is Really Upper Class (And Not Just Faking It)
Apr 25 2025
Money alone doesn’t make someone upper class. A leased luxury car and a big mortgage might fool some people, but the truly wealthy don’t need to fake it. Real wealth moves differently, and...
dadisfire.com
My Great Retirement Dream: Sell My House, Downsize, Live off the Proceeds and Dabble in Stocks. Can I Do It?
Apr 25 2025
I ask an expert financial planner if my retirement dreams are realistic — or if my head is in the clouds....
kiplinger.com
Married? Five Ways to Ensure Your Estate Plans Work in Tandem
Apr 24 2025
Getting on the same page now means fewer potential problems when it counts....
kiplinger.com
15 EASY Home Maintenance Tasks to Do Monthly (Before Something Breaks)
Apr 24 2025
Owning a home is great until it starts falling apart one little issue at a time. Leaky pipes, mystery drafts, broken appliances, most of it’s preventable if you just stay on top of the basics. T...
dadisfire.com
This Issue Should Be The Main Focus Of Estate Planning In 2025
Apr 24 2025
Tax issues still should be an important focus of estate planning. But income and capital gains tax planning should be paramount....
forbes.com
I'm 50 and My Home Is Worth $5 Million. Can I Retire Now?
Apr 23 2025
It may be oh-so tempting to cash out your upscale home and leave work for good. But should you? We ask the experts....
kiplinger.com
Why A 15 Year Mortgage Makes More Financial Sense Than 30 Year Mortgages
Apr 23 2025
Most real estate agents, mortgage brokers, and fake gurus push 30-year mortgages because the monthly payment looks easier to handle. But I’ve never bought into that. If you can’t afford th...
dadisfire.com
Income And Net Worth Required To Afford A $10 Million Home
Apr 23 2025
To celebrate the launch of my new book, Millionaire Milestones: Simple Steps To Seven Figures, on May 6, 2025, I thought it’d be fun to explore various millionaire topics leading up to the relea...
financialsamurai.com
Beyond Stocks and Bonds: Why Home Equity Could Be a Smart Addition to Your Investment Portfolio
Apr 23 2025
Most investors rely heavily on traditional stocks and bonds to build their wealth — and for good reason. These assets ... Read more...
physicianonfire.com
Before You Downsize: 21 Things You Need to Do First
Apr 22 2025
Downsizing used to sound like a last resort. Now it looks more like a smart financial reset. The big house with extra rooms might be costing more than it’s giving back. A 2023 study found that b...
dadisfire.com
The 3 Parts to a Perfect Estate Plan – Part 1b: Planning for Incapacity
Apr 22 2025
In the first part of our series on estate planning, we laid the groundwork for why incapacity planning matters and what documents you need to get started. But there’s more to it than just having...
sites.libsyn.com
Defying Gravity
Apr 21 2025
Hey Everyone! Have you seen the movie Wicked? We watched it at home last week. It was so good! We saw Wicked on stage about 16 years ago. I loved ... Read more The post Defying Gravity appeared first ...
retireby40.org
Financial Steps After a Loved One's Alzheimer's Diagnosis
Apr 21 2025
It's important to move fast on legal safeguards, estate planning and more while your loved one still has the capacity to make decisions....
kiplinger.com
Screen time: Televisions redefine household hubs
Apr 21 2025
As everyday entertainment and tasks become more digital, televisions sit at the center of home life....
empower.com
The 7 Worst Ways to Invest in Real Estate
Apr 21 2025
Not every investment in real estate is a good idea. Some are downright terrible. Here are some of the worst ways to invest in real estate. The post The 7 Worst Ways to Invest in Real Estate appeared f...
whitecoatinvestor.com
I'm Single, With No Kids: Why Do I Need an Estate Plan?
Apr 20 2025
Unless you have a plan in place, guess who might be making all the decisions about your prized possessions, or even your health care: a court....
kiplinger.com
10 Reasons Why Section 8 Isn’t What You Think
Apr 19 2025
Section 8 is one of the most misunderstood programs in real estate. Some believe it’s a guaranteed paycheck, others think it opens the door to endless tenant problems. The truth sits in the midd...
dadisfire.com
Recast mortgage or hold after-tax money for retirement investing
Apr 19 2025
I just retired and had to buy a house late. I am in year 3 of a 30 year mortgage at 6.375%. I have enough in pre-taxed income, 401k, HSA, and Roth to live comfortably but not lavishly. Would I be smar...
reddit.com
I Am a CFA. I Believe Grant Cardone Gives Horrible Financial Advice
Apr 18 2025
I had never heard of Grant Cardone until I got on X and saw one of his ads. He was telling people to pull money out of their 401(k)s to buy real estate, not with a no-money-down strategy, just straigh...
dadisfire.com
18 Home Hacks That Help You Keep More of Your Money
Apr 17 2025
Saving money at home doesn’t have to mean cutting corners. The real win is finding simple upgrades that give back time, cash, and sanity without turning life into a DIY marathon. Most people jus...
dadisfire.com
Staging A Home Is Worth It Because Most Buyers Lack Imagination
Apr 17 2025
When it comes to selling a home, first impressions are everything. Yet, many sellers make the mistake of thinking buyers can look past an empty room, outdated furniture, or a poorly lit space. The rea...
financialsamurai.com
Read These Insider Tips Before Buying Your Next House
Apr 16 2025
Buying a house can feel like a game you weren’t taught the rules to. One wrong move and you’re stuck with a home with constant repairs or a daily drive that makes you question your choices...
dadisfire.com
Should You Stop Renting Your Vacation Home and BUY in 2025?
Apr 16 2025
Exploring the 4 major factors that need to be considered when deciding whether to buy your vacation home in retirement or continue renting....
keilfp.com
The 3 Parts to a Perfect Estate Plan – Part 1a: Planning for Incapacity
Apr 15 2025
Today kicks off a brand-new series on estate planning. Estate planning is one of those things everyone knows they should do—but far too many people put it off, sometimes until it’s too lat...
sites.libsyn.com
How To Survive The Most Dangerous Time After Buying A House
Apr 14 2025
The first year after purchasing a house is the most dangerous and potentially challenging period. This is particularly true for first-time homebuyers who likely stretched their finances to achieve a 1...
financialsamurai.com
Do you (still or now) have a home office?
Apr 11 2025
I know many people who have hybrid work schedules or work from home and have a full home office with a big work desk, big office chair, dual monitors, etc. I know others who keep a home office to work...
reddit.com
Can I Afford to Buy that Dream Lake House (or Some Other Big-Ticket Item)?
Apr 11 2025
In many of our prior posts, including our post of March 8, 2025, we have strongly encouraged readers to estimate the potential impact on their Funded Status before making a significant financial decis...
howmuchcaniaffordtospendinretirement.blogspot.com
15 States Where Buying a Home Just Got Way More Expensive
Apr 10 2025
Let’s talk housing prices. If you’ve been casually scrolling real estate listings and thinking, “Wait…wasn’t this $200k like two years ago?” you’re not imagi...
dadisfire.com
Sacrificing The Stock Market For The Good Of Your Loving Home
Apr 07 2025
As stocks plummet and recession fears grow, there’s one silver lining worth highlighting: the increasing value of your home, if you own one. A home is a fundamental necessity for survival, stock...
financialsamurai.com
Performance Update: Q1 2025
Apr 07 2025
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
Cetera and Wealth.com to Offer Estate Planning Tech
Apr 07 2025
The partnership comes at a time when more advisors look for services to help support them…...
401kspecialistmag.com
A Second Trump Shock To Programs For Seniors And People With Disabilities
Apr 02 2025
The Trump administration has cut by more than 40% the staff that oversees critical programs for older adults and people with disabilities who live at home....
forbes.com
A slice of paradise, fractionally owned: The shift in vacation homeownership
Mar 31 2025
Owning a vacation home seems like the dream, until factoring in maintenance, property taxes, and the reality of only using it a few weeks a year....
empower.com
Return to Your Home Country to Retire: Repatriation Retirement
Mar 30 2025
They came to the U.S. to live and work, but they want to retire in the old country. Here's how to juggle the move back home....
kiplinger.com
19 Frugal Home Hacks That Instantly Save You Money
Mar 30 2025
Saving money isn’t about cutting out everything fun, it’s about being smarter with what you’ve got. A few simple changes at home can free up extra cash without making life harder. Th...
dadisfire.com
Estate Planning When You Have International Assets
Mar 30 2025
Estate planning gets tricky when you have assets and/or beneficiaries outside the U.S. To avoid costly inheritance mistakes, it pays to understand the basics....
kiplinger.com
Three Essential Estate Planning Steps to Protect Your Nest Egg
Mar 29 2025
After dedicating years to building your wealth and securing your future, make sure your assets are protected and your loved ones are provided for in the future....
kiplinger.com
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
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