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Lucky Lou is 48, burned out and wants to punch at 50. How should he bridge the gap before pensions and Social Security? Joe Anderson, CFP®, and Big Al Clopine, CPA walk through the Rule of 55, 72(t)s,...
Today on Your Money, Your Wealth® podcast 559 with Joe Anderson, CFP®, and Big Al Clopine, CPA, David wants to know if he and his wife (ages 47 and 53) are actually on track for retirement - without r...
Congress continues to increase the tax and estate planning benefits of 529 plans, making them a must-consider tool for parents and grandparents.
Global nomads leave everything behind to wander the continents.
We get plenty of questions about housing, home buying, and mortgages around here. Let's go through some of the common ones. The post What White Coat Investors Should Know About Mortgages and Home Buyi...
In our retirement advice column, Wealth Wise, we help a reader navigate a heart-wrenching choice: Tap a 401(k) to save the lake home they love, or sell it to protect their financial future.
We are retired and have about 500k in iras I am looking for dividend income and some growth. I don’t know if I should sell my shares in individual stocks in case of a bear market or should I let them ...
We recently asked ChatGPT two questions about using the Actuarial Approach and its Funded Status metric to evaluate a household’s retirement sustainability. ChatGPT had high praise for the Actuarial A...
A common retirement game plan for physicians goes something like this: sell the lake house, buy a condo in Scottsdale, ... Read more
So much of the retirement advice I read or see on YT preaches the idea of paying off your home. The idea being that owning a paid-off home eliminates the largest non-discretionary expense in retiremen...
A good friend of mine has a retired sister who met someone on a trip, fell madly in love, got engaged, put her house on the market, and moved out of state to join her fiance in Colorado. A couple week...
Episode 521 00:00 Introduction 01:58 AI layoffs impact on commercial real estate 03:30 Logistic & Industrial real estate growth 05:05 Intel exponential performance of past 12 months 15:44 Boeing too b...
You combine your housing wealth and lifetime annuities to help ensure that an average of three-quarters of your retirement income is not subject to market risk.
"Tom and Linda" are a married couple. They're both 55-years-old. Tom works as an operations manager for a regional manufacturer, and Linda works in corporate finance. They are both targeting retiremen...
Barring new entrants will be good for existing firms that will avoid competition. But it hard to see how it will prevent fraud or benefit patients and their families.
The main reason I can't convince anyone in real life to FIRE is the desire for more. The moment you hit a $1 million net worth, you start dreaming of $5 million. Get to $5 million and suddenly $10 mil...
Holding a significant portion of your wealth in one or a handful of individual stocks can be both exhilarating and nerve-wracking. While the rewards of watching a single company's meteoric rise can be...
I'm hanging out with my four-year-old grandson, he's on my lap talking away, but my mind was elsewhere. I was thinking about the future. I wasn't focused on him at all, but rather an important convers...
Living in two cities as a snowbird has its financial challenges, but when you do it the right way, it's fun and affordable. Here's How to Protect Your Wealth As a Seasonal Snowbird
Should I just rent furnished places in both location for six months each? I don’t want to buy, leaving a property for six months at a time. I want to be in climate that allows me to be outside enjoyin...
Tuesday, May 05 - Monday, May 11, 2026 Most Commented score comments title & link 28 126 comments Question about paying off mortgage. Advice appreciated. 86 47 comments Soon to enter Retirement Phase ...
Many retirees have made Florida their home, but is it right for you? Where you choose to set up your retirement life means considering more than the weather.
Jeremy Keil walks through three critical questions future retirees can answer before their paycheck stops Most people spend decades preparing for retirement by focusing on one number: How much have I ...
You've done well if you've set up a basic estate plan, but don't stop there. You can now adopt the same principles the wealthy use to establish a legacy.
UK 56M, I have worked abroad for the last 8 years and plan to work as long as my body allows, but at least up until UK state pension age, mainly because I had kids later in life (they're going to Uni ...
Hi, all. Planning for retirement next year. Looks like my social security and pension (both inflation-adjusted, a bit less for the pension) will cover my basic budget without the need to tap the 401k,...
We asked financial advisers if this couple should cut expenses or borrow money to host this summer.
You should be aware about the Reciprocal Trust Doctrine when creating trusts as part of your estate plan, especially if they're irrevocable. The post The Reciprocal Trust Doctrine appeared first on Th...
The home equity market is evolving, creating options for affluent homeowners who want to avoid traditional means of borrowing and access capital more quickly.
Neal K. Shah, the founder of CareYaya, a company that links students in the healthcare field with seniors needing assistance, has some strong opinions about elder care in the United States. The word Y...
Forbes compared nearly 1,000 U.S. locales on everything from housing costs and taxes to healthcare, crime, air quality and natural hazard risk. These are the top 25 spots.
A lot of people say they might buy a house “in 5 years” and leave too much cash sitting on the sidelines for a decade. My 3-75 Rule is a simple way to decide when money should still be invested and wh...
IRAs form an important part of your estate plan. Give yours some attention so they work in harmony and ensure your wishes will be carried out as you intend.
Inherited real estate can strain families. Clear planning, buyouts, and transparency help balance financial goals while preserving relationships.
Back in November, I wrote about the F.O.O.L.I.S.H. Project: F*&^%$# Obnoxious Ostentatious Luxuriously Irreverent Silly House Mindy and I are doing something I NEVER thought I’d do; scrape a home and ...
I am considering retiring in a couple of years. I have 4.780% $125K mortgage that matures at the end of 2033. Should I: Pay off the principal in full now and bank what I would pay monthly. Wait to pay...
I received a severence check from my company for the VSP. Boldin says I have enough to spare a 15k car to my daughter which will help her through Grad School. She will be living with me and we have be...
I often get asked how I was able to buy so many houses with such low income. I bought my first house in my early 20s while unemployed. Since then, I’ve purchased over a dozen more with a total of $800...
The streaming series "House of Guinness" led many parents to reconsider the conventional wisdom about distributing an estate.
Episode 514 00:00 Another panic selloff 00:46 Live YouTube Q&A session April 1, 4pm eastern 01:44 Realpolitik perspective on markets & life 03:11 Real Estate is just as unstable as the stock market 04...
We are hoping to retire in next 2-3 years. We met and married in San Francisco and loved that urban vibe when we were young. Kids came along and we relocated to Roswell GA just outside of Atlanta in t...
This is going to be a bit long. We are planning on getting LTC insurance, my wifes dad used his benefit and we have no kids. I am just not sure how to think about it. I conceptualize 3 different reaso...
Wish we all could see the future! Will be 70 later this year. Still working part time, started collecting SS at FRA. Divorced long ago, never really recovered financially. Work recently started a 401k...
We paid for our daughter's $75K wedding. Now she is earning less than our sons and needs more help to buy a house. Are we being unfair, or even sexist?
My wife (68) and I (71m) have been house-bound for the last two years with a demented pet that required getting up 2 to 3 times during the night. We finally put our pet down last month. Together with ...
Homeownership builds wealth through forced savings, not soaring prices. This second article explains the real returns on housing and what buyers must know before they purchase.
Answering listener questions about comparing REITs and syndications, how to spot red flags in private deals before you commit your money, and how to avoid PMI when buying a home. The post Real Estate ...
I’m just not a sit-around-the-house kind of guy, never have been. I also think it’s a blast to learn something new, especially under the eye of someone who really knows what they’re doing. And so I kn...
My husband and I are both 64 years old. My husband is disabled. We are currently living near my children and grandchildren, but we’ve realized it’s too expensive to live in our current state. I retire...
I retired in September '24 after burning out during the pandemic and caregiving a demented parent. That parent (the last one) died 2 years ago and then I spent a year dealing with the physical aspects...