Estate
Showing 50 results of 471
Why Buying a House is Financially Better Than Renting (Includes Calculator)
Aug 09 2024
As a Chartered Financial Analyst with over 20 years of experience in real estate investing and financial services, I’ve seen firsthand the financial advantages of owning a home versus renting. I...
dadisfire.com
How Much House Can You Afford?: The McDonald’s Principle
Aug 08 2024
It’s hard to know how much house you can afford. Actually it’s easy to know how much house you can afford. It’s hard to know how much house you should afford. The McDonald’s Pr...
dadisfire.com
How 'Home-Based Planning' Can Address Long-Term Care Costs
Aug 07 2024
Traditional planning for the cost of long-term care doesn't reflect the realities of what the costs are and how they'll be paid....
kiplinger.com
Five Tips to Find Financial Harmony With Your Partner
Aug 06 2024
Many couples trust each other and have shared goals for retirement, but more than half have yet to put an estate plan in place....
kiplinger.com
Home Upgrades That Are (and Aren’t) Worth the Money
Aug 05 2024
Recently, we have had to do some renovations, and it got me thinking about the balance of FIRE and how ... Read more...
physicianonfire.com
The Demise of an N.F.L. Retirement Home Trumpeted a Decade Ago
Aug 03 2024
A planned senior care facility next to the Pro Football Hall of Fame was trumpeted a decade ago. Today, no such place exists and the idea seems to have been dropped....
nytimes.com
Get Smarter About Your Mortgage (Calculator Spreadsheet + Video)
Aug 02 2024
Many of us secured historically low mortgage rates for our homes in the past decade. We now find ourselves content with a 4% rate or better as our home values continue to rise. Our family refinanced t...
retirebeforedad.com
What We Can Learn from Tony Bennett's Estate Dispute
Aug 02 2024
Bennett's daughters are suing their brother over the family trust, which could have been avoided had Bennett done some things differently....
kiplinger.com
What Is The Best Real Estate Niche? Consider My Goldilocks Principle
Jul 31 2024
Real estate is a vast field with countless niches, making it challenging to determine where to start. When I was a teenager, I used to go to the library and read books on real estate. I also stalked t...
dadisfire.com
3 Key Factors to Consider Before Paying Your Mortgage Off in Retirement
Jul 31 2024
Connor plans to retire soon and wonders if he should pay off his mortgage of $300,000 or invest those funds, especially since he has a low interest rate. James gives a detailed response and reveals wh...
buzzsprout.com
The New Sunbelt
Jul 30 2024
I retired to Pennsylvania because we had some family in the area, the cost of living is less than our old home in metropolitan New York, the winters are a little warmer, and it's not so far away that ...
sightingsat60.blogspot.com
Why You Should Bring Your Kids into Your Estate Planning Meetings
Jul 29 2024
Here are eight reasons why your kids should be involved with your estate planning meetings (and one potential downside to it). The post Why You Should Bring Your Kids into Your Estate Planning Meeting...
whitecoatinvestor.com
Last Week of Vacation Blues
Jul 29 2024
Hey everyone! I’m heading home later this week. Woohoo! I’ve been away for almost 6 weeks and am anxious to get home. Travel is fun, but I’m completely worn out. ... Read more The po...
retireby40.org
Protect Your Loved Ones With an Estate Plan
Jul 26 2024
Here are eight things you can do to help protect your family....
kiplinger.com
What Is A Mortgage Recast, And When Is Better Than A Refinance?
Jul 26 2024
Imagine a financial strategy that can lower your monthly mortgage payments, save you thousands in interest, and bring you closer to the dream of early retirement. Mortgage recasting is a powerful tool...
dadisfire.com
Supreme Court Ruling In Loper Bright Changes Estate Planning
Jul 25 2024
Supreme Court Loper case affects your estate plan. You might file a claim for refund or amended return. IRS Regulations not mandated by Congress may be challenged....
forbes.com
Estate Planning Strategies to Consider as Election Nears
Jul 23 2024
Are big changes in tax laws coming soon? Not likely, but you might want to take advantage of higher estate and gift tax exemptions well before the end of 2025....
kiplinger.com
Estate Planning for Millionaires
Jul 19 2024
Estate planning for millionaires and high-net-worth families is a serious business. Set up your team, paperwork and tax plan to pass down wealth....
kiplinger.com
Young Adults: the Search for Affordable Houses
Jul 19 2024
One in four 20-somethings in the Boston metropolitan area said in a recent survey that they are planning to quit urban life. Their biggest reason: high housing costs. South Carolina, on the other hand...
crr.bc.edu
Does Your Estate Plan Protect Your Loved Ones From Themselves?
Jul 18 2024
Can your children or other loved ones be trusted to have unfettered control over substantial assets and cash?...
kiplinger.com
How to Protect Your Digital Assets From Estate Tax
Jul 16 2024
Estate planning is critical to ensure heirs don't get hit with millions in estate taxes after you die. You can also protect your digital assets from litigation....
kiplinger.com
Financial question on the use of debit cards vs credit cards
Jul 14 2024
I have been retired for two years. I am very blessed financially. Not to the level of having that beach house but we don’t have any worries for our needs. We use debit card for everyday purchase...
reddit.com
Want to Move to France? What to Consider Financially
Jul 13 2024
Before you start packing, you might want to check out the potential impacts on your taxes, investments, retirement planning and estate planning....
kiplinger.com
Having Cash Could Make You Poorer In Many Ways – Be Careful
Jul 07 2024
During a recent liquidity crunch, I kept thinking how nice it would be to have more cash sitting in my bank account. Once I received a $106,000 real estate capital distribution, I felt a tremendous re...
financialsamurai.com
Tell me the truth about RVs. Thinking of buying for post-retirement life.
Jul 06 2024
Husband and I are planning to retire in a little over 2 years. Planning to sell current house and buy a little land, downsize by building a smaller house (not tiny) but enough for 2 people. While we a...
reddit.com
It's time to move on to something else.
Jul 06 2024
Shortly after retiring last September, I took a part-time job and then took on a consulting gig for half-time and six months, mostly to get me out of the house and to learn something new. I loved bein...
reddit.com
8 Great Places for Snowbirds to Land
Jul 04 2024
These affordable warm-weather cities for snowbirds offer plenty of housing options, abundant activities for retirees and access to good health care....
kiplinger.com
The Top CRE Markets & Sectors for the Second Half of 2024
Jul 04 2024
As we approach the second half of 2024, the commercial real estate (CRE) landscape is poised for strategic investment opportunities. ... Read more...
physicianonfire.com
Customizing Your Estate Plan to Your Family’s Unique Needs
Jul 04 2024
Like any other part of a comprehensive financial plan, there's no one-size-fits-all blueprint for an estate plan. Every person is different. Every family is different. And, as illustrated in a recent ...
keenonretirement.libsyn.com
Owning a home VS renting indefinitely?
Jul 03 2024
My husband and I are currently 5 years out from our retirement date and are renting our home. We considered buying around 2019 but didn't and now the housing market is dreadful, especially where we li...
reddit.com
Frightening: Wealthy Aging Dad Did Not Do Any Estate Planning
Jul 02 2024
A real life story of a wealthy man who had extensive real estate investments but could not manage them as he aged with cognitive decline....
forbes.com
What to Do if a Real Estate Syndication Goes Bankrupt: A Step-by-Step Guide
Jul 02 2024
Investing in a real estate syndication can be a smart move and has generally been an excellent investment with the ... Read more...
physicianonfire.com
LGBTQ+ Estate Planning And Pride Month
Jun 30 2024
LGBTQ+ considerations should be addressed routinely in estate planning. Definitions of children and descendants should contemplate surrogacy and adoption, and more....
forbes.com
Buy The Dream Home Now Or Wait For A Better Price
Jun 26 2024
A large part of building wealth involves delaying gratification. Therefore, you might find yourself wondering whether to buy your dream home now or wait for a better price. But what if you wait too lo...
financialsamurai.com
Letting An ARM Reset Is Similar To A Free Mortgage Recast
Jun 26 2024
If you bought a home during a high-interest rate environment, it's wise to prepare for either a mortgage refinance or a recast. Interest rates have been gradually coming down since their highs of 2022...
financialsamurai.com
Want To Live In Italy? Tuscany Will Pay You $32,000 To Move There
Jun 26 2024
Have you ever dreamed of living in Italy? Tuscany is paying new residents to purchase and renovate a home. But you need to move fast....
forbes.com
Estate Planning Starter - Wiki Wednesday Part 7 - 6.2024
Jun 26 2024
It is one of things I know I need to do, have some done, but keep putting off completing - yes estate planning. Luckily we have estate a section in our wiki https://www.reddit.com/r/retirement/wiki/in...
reddit.com
Editing Digitized Home Movies - Program/App Suggestions Request
Jun 24 2024
This project is on my retirement to-do list. I had several early 1960s home movies digitized. The camera person wasn't the best, so the finished product has a lot of unwatchable footage. So, I would r...
reddit.com
12 LEGIT Online Side Hustles in 2024 [$25+/hr]
Jun 21 2024
Making money from the comfort of your home is the dream. Work whenever you want, wherever you want, and even in your pajamas if that’s your jam. But with a rise in online side hustle scams, it&r...
thinksaveretire.com
Having Fun With Pottery
Jun 19 2024
Hey everyone! I hope you had a great Father’s Day weekend. I had a relaxing Father’s Day at home. Mrs. RB40 got me a retro Snoopy T-shirt from the Charles M. Schulz Museum store. It’...
retireby40.org
Smartphones, Email, Other Digital Assets And Your Estate Plan
Jun 19 2024
Details about smart phones, online accounts and more need to be part of your estate plan to avoid big problems for your loved ones....
forbes.com
No Rush To Pay Off Your Adjustable-Rate Mortgage Before It Resets
Jun 17 2024
During my days of purchasing homes with mortgages, I had a fondness for adjustable-rate mortgages (ARMs). The appeal lay in securing a lower interest rate compared to a 30-year fixed-rate mortgage. Fu...
financialsamurai.com
A Complete Guide to Estate Planning
Jun 17 2024
Having a clear understanding of Estate Planning is an important step in your Retirement Plan. Estate planning is a crucial aspect of financial management that helps your assets get distributed accordi...
theretirementsolution.com
Estate Planning Basics
Jun 17 2024
Understanding the fundamentals of Estate Planning is important. Estate planning is a vital aspect of financial planning that ensures your assets are distributed according to your wishes and minimizes ...
theretirementsolution.com
Firing Your Real Estate Agent: I Have Done It
Jun 16 2024
Let me tell you a secret, my friends. I’ve been in the real estate game for quite some time now, and I’ve seen it all. The good, the bad, and the downright ugly. And one thing I can assure...
dadisfire.com
Finding the Right Home Health Care For You
Jun 16 2024
Kiplinger reviews how to find the right home health care for yourself and your situation....
kiplinger.com
Pay off Mortgage or just keep making payments?
Jun 15 2024
I'm two years out from retirement and still have 6 years left on my mortgage which is $2950/month with a balance around $140k. Rate is 2.125%. I have the funds to easily pay this off without dire effe...
reddit.com
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