Estate
Showing 50 results of 472
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
Why Haven’t Home Prices Dropped?
Jun 11 2024
Last month the median U.S. home sale price hit a record high of $387,600, according to Redfin. This is at a time when 30 year mortgage rates are hovering around 7% (down from their highs of 7.7% in Oc...
ofdollarsanddata.com
advice on refi, near retirement
Jun 11 2024
I plan to retire in a few months and need advice on my mortgage and Helocs. My mortgage will be paid off (balance is $53,000) in ten years(interest rate is variable at 6.62 and will likely change in 1...
reddit.com
Fickle Stock Market…Fed is already EASING 240611
Jun 11 2024
Episode 448: The Fed has cut their balance sheet reduction by more than 50% while keeping mortgage rates high. Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subs...
wealthsteading.com
What Is Probate, and Who Has to Deal with It?
Jun 10 2024
The probate process can be a long and expensive journey for heirs. Real estate, cars and even art often trigger probate, but other assets get a free pass....
kiplinger.com
Perhaps a strange question: If we can, SHOULD we buy a new home outright?
Jun 07 2024
I've learned from this space that retirement brings many questions! But here is my own: We're hoping, when my husband retires in three years, to be able to buy a house outright. Is there any good reas...
reddit.com
Seven Things You Should Leave Out of Your Will, According to Experts
Jun 06 2024
Are you unclear about what you should leave out of your will when estate planning? Legal experts share the seven items to exclude....
kiplinger.com
Why the Housing Market is More Important than the Stock Market for Most People
Jun 06 2024
You might think you need to worry about the stock market. However, a great post by Ben Carlson on the Wealth of Common Sense blog makes the very compelling point that the stock market is probably not ...
newretirement.com
Navigating the Upside and Risks of Multifamily Real Estate Investments
Jun 06 2024
In the multifamily real estate market, the promise of profit often takes center stage, overshadowing the critical consideration of risk. ... Read more...
physicianonfire.com
Do you limit how far you'll fly? Or break up trips into shorter segments?
Jun 06 2024
We're looking at going to New Zealand and Australia, then cruising to Hawaii, then coming back home to Boston. When we went to Hawaii our first time, we broke it up by spending a couple of days in Cal...
reddit.com
How To Choose The Right Home Accounting Software
Jun 05 2024
Using Excel sheets to track your finances just isn’t cutting it anymore, and let’s face it - they can be about as exciting as watching grass grow. Today, accounting software is streamlined...
thinksaveretire.com
UK Entrepreneurs Reject Real Estate, Go Full Nomad!
Jun 05 2024
Before we get to today’s post, I want to announce the winner of last week’s book contest. After randomizing the entries (I really enjoyed reading all the amazing 180+ comments! Thank you a...
millennial-revolution.com
How to Add Home Equity to Your Retirement Income Planning
Jun 05 2024
Home equity is sometimes overlooked as a viable resource in retirement. You don’t have to sell your home to find income and liquidity....
kiplinger.com
What Is a Home Storage Gold IRA?
Jun 05 2024
Why storing gold at home in a self-directed IRA violates IRS regulations and what to do instead....
money.usnews.com
Follow These Steps to Make Your Will Legal
Jun 04 2024
Home » Online Wills and Trusts Updated: Creating a will is one of the most important steps you can take to ensure your wishes are carried out after your passing. A legally valid will provides cl...
retirementliving.com
Unpacking the New IRS Estate Planning Memo
Jun 03 2024
In today's episode, we examine the recent IRS Chief Counsel Memorandum, which introduces significant changes to one of the cornerstone strategies in estate planning. We explore how these new guideline...
sites.libsyn.com
I’m thinking of going back to work. Thoughts?
Jun 02 2024
I was eligible for retirement and did because spouse became terminally ill and I wanted to do home care. Fast forward three years, spouse passed away. Spent 2 years climbing out of that depression and...
reddit.com
I Didn’t Think I Needed an Estate Plan Until This Happened
Jun 01 2024
This financial professional was motivated to get her estate plan in order after the untimely death of a loved one. She shares six simple steps to do that for yourself....
kiplinger.com
3 Welcoming Overseas Havens Perfect For Golfers
May 31 2024
For many golfers, owning a home on or near a course is the ultimate retirement dream. Here's my pick of destinations for those looking overseas for a golfing haven…...
forbes.com
Are You Better Off Renting or Buying a Home in Retirement?
May 31 2024
Home ownership is the goal of many retirees, but with the current landscape of interest rates, home prices and longevity predictions, the choice between renting or buying a home in retirement requires...
keilfp.com
The Intricate Psychology Of Paying All Cash For A Home
May 30 2024
I've now paid cash for a home twice: once for a fixer in 2019 and again for a fully remodeled home in 2023. In this post, I'd like to share some of the psychology of paying cash for a home. I know som...
financialsamurai.com
Get Ready For Summer 2024!
May 29 2024
Did you have a good Memorial Day Weekend? I heard on the radio that it was one of the busiest travel days ever. Boy, am I glad we stayed home. I hate traveling when the airports are so busy. Anyway, i...
retireby40.org
Does my home equity count as “retirement savings”?
May 27 2024
I have some $’s in an IRA and 401k but most of my (limited) net worth is tied up in home equity. Someday (maybe sooner than I hope) I’m gonna retire and downsize. I get lots of home equity...
reddit.com
How Technology Can Help Retirees Age in Place
May 26 2024
There are many technological solutions to help retirees live at home, rather than enter homes and communities....
kiplinger.com
Would it Be Nuts to Upsize in Retirement?
May 25 2024
I read post after post of those downsizing as if it's the only way to go. We are in our late 60s. Live in a 2500 sq ft home on 2.5 acres in NY. We are looking to move either down south to NC or Georgi...
reddit.com
Aging owner, aging house Home Repair
May 25 2024
I live in an old neighborhood in which the existing housing stock is being replaced with new builds. At age 75 and hope to be here for another 10 years if I’m lucky. I’m wondering whether ...
reddit.com
Florida or Arizona for Retirement in 2 years
May 25 2024
My wife is retiring in 2 years and we have our heart set on selling our big and expensive home in New England and relocating to either Arizona or Florida. I am thinking about the pros and cons of and ...
reddit.com
Early Evidence of COVID’s Toll on Disability Community
May 23 2024
Fewer people with disabilities applied for federal benefits during COVID. The main reason for the drop could’ve been anything from the ease of working at home to evade the virus to the difficult...
crr.bc.edu
Exhaustion after giving retirement notice at work
May 22 2024
Retiring in 5 weeks and feeling exhausted I’m retiring at the end of June from a clinical laboratory scientist position .I’ve been coming home from work and basically collapsing every nigh...
reddit.com
10 Things You Should Know About Estate Planning for Singles
May 21 2024
A guide to how to navigate estate planning as a single person....
kiplinger.com
A Tale of 2 Sponsors: How My Real Estate Investments Have Had Vastly Different Results
May 21 2024
By Dr. Hamik Martirosyan It was the best of times. It was the worst of times. It was the sponsors with conservative leverage and fixed-rate loans. It was the sponsors with all variable loans and high ...
whitecoatinvestor.com
Why Skipping Probate Could Save Time And Money
May 20 2024
There are many reasons to avoid probate when planning for your estate. Avoiding probate avoids the hassle of having to go to court, which can be costly....
forbes.com
12 Side Hustles for Stay-at-Home Moms (Remote & $25+/Hour)
May 19 2024
As a stay-at-home mom, you offer a unique level of resourcefulness, creativity, and organization, making you an ideal candidate for a slew of side hustles. Below, we’ve shared some of the top si...
thinksaveretire.com
Letter of Instruction: How to Share the Critical Details That Are Missing from Your Estate Plan
May 19 2024
By Christopher Avery, Guest Writer “Death never takes the wise man by surprise, he is always ready to go.” — Jean de La Fontaine Most people are un- or under-prepared for their inevi...
whitecoatinvestor.com
downsizing and no longer owning a home
May 17 2024
There was another post recently, its now locked, about retirees who downsized to a guest house on their child's property and how freeing it was. We did something similar, sold our house and moved into...
reddit.com
Silver Sneakers - more than 1 gym membership possible?
May 16 2024
Hi there. I don’t know if I am able to use Silver Sneakers at two local gyms. One that is quite a bit of a drive has a lap pool - the other one that’s a few minutes from home is a nice fit...
reddit.com
What happens to my slacks when I retire?
May 16 2024
Looking forward to retiring this summer. We've got a studio apartment in our home that I will rent out on AirBnB and I've got a small trust ($650/month) from my dad passing last year. My wife will con...
reddit.com
Should I Get a Mortgage for My Retirement Home?
May 15 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...
rogerwhitney.libsyn.com
Sell or rent large house when downsizing
May 14 2024
We (61m & 60f) are getting ready to downsize and move to a townhouse in a mid size city. The difficult question is if we should sell our very big suburban house (with equity but also a big mortgag...
reddit.com
Estate Planning Lessons from the Rockefellers and Vanderbilts
May 14 2024
Are there lessons we should learn from the comparison of the Rockefellers and the Vanderbilts? In this episode, we look at the contrasting estate planning tactics of two of America's wealthiest dynast...
sites.libsyn.com
Big purchases (car) prior to retirement
May 13 2024
I’m about 24 months out from ‘retirement’ (e.g, working for someone else). I have a decent salary, kids are independent, and no debt other than a mortgage. When I retire, downsizing ...
reddit.com
Downsize - We did it. Pluses and a few drawbacks
May 13 2024
We( couple 60yo ) began talking about downsizing about 7 years ago. Through luck and a lot of tough decisions we accomplished it. So We started with a 3000 sqft home - then to a 1400 square foot Condo...
reddit.com
The Surprising Ways A Skilled Home And Auto Agent Can Protect Your Wealth
May 12 2024
Home, auto, & umbrella insurance are too often a footnote in wealth management, but a good agent can make a huge difference....
forbes.com
Four Considerations for Moms Leaving the Workforce
May 12 2024
If you want to make the transition from a full-time job to being a stay-at-home mom (or dad), here are some issues to keep in mind....
kiplinger.com
Budgeting for Personal Development and Putting $20,000 a Year into Yourself
May 11 2024
By Dr. Dan Fosselman, Guest Writer There are multiple rules of thumb in personal finance. Set aside 15%-25% for savings, don’t spend more than 30% on housing, tithe 10%. John Maxwell, an author ...
whitecoatinvestor.com
Retired and 'Stuck' With a Mortgage Below 4%? You Have Options
May 11 2024
You may feel like a mortgage prisoner, but your options may be more doable than you think....
kiplinger.com
13 Smart Estate Planning Moves
May 09 2024
Follow this estate planning checklist for you (and your heirs) to hold on to more of your hard-earned money....
kiplinger.com
The Rise of the Forever Renter Class
May 09 2024
I've paid over $350,000 of rent in my life. That averages out to $2,500 a month since mid 2012. And, with near record interest rates and elevated home prices, I may end up paying another $350,000 in r...
ofdollarsanddata.com
The World’s Largest What??!! 7 Months of Our RV Road Trip Complete, 1 To Go!
May 07 2024
It’s pretty crazy to think that we’ve now been living in an RV for over 7 months. Yes, we’ve taken a couple of breaks and stayed at my mother-in-law’s house for a few weeks twi...
routetoretire.com
The Problem with Naming Your Estate the Beneficiary of Your IRA
May 06 2024
Photo by: jb While it may seem like a simple idea to just make your estate the beneficiary of your IRA, thereby allowing you to make adjustments to your final beneficiaries via your will – there...
financialducksinarow.com
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