Estate

Reader Case: Single Mom Wonders Whether Real Estate Beats Stocks

Mar 19 2024

While going through my reader case queue, this one caught my attention. This reader about to give birth and it immediately took me back to my labour and first months with Little Matchstick. Wow, time ...

millennial-revolution.com

The NAR Settlement’s Impact On Commissions And Home Prices

Mar 18 2024

Exciting news for homesellers and homebuyers! The National Association of Realtors (NAR) has reached a settlement in its lost $1.8+ billion lawsuit on price fixing and collusion, agreeing to pay $418 ...

financialsamurai.com

Why my RIA brought health care planning services in-house

Mar 15 2024

RIAs must consider the bottom line when evaluating health care planning options, but the positives of delivering more holistic and comprehensive planning to your clients should not be overlooked....

financial-planning.com

Health

Homeownership in Retirement: an Asset or a Burden?

Mar 14 2024

The conventional wisdom for older workers heading into retirement is that owning a house is a good thing. The property has no doubt appreciated over many years, adding to their wealth. But new researc...

crr.bc.edu

Wealth

House to Apartment: How to manage expectations?

Mar 14 2024

After 40 years living in our home, we’re selling and relocating to an apartment to be closer to family. Our home is modest and small so we’re not forfeiting too much square footage. But I&...

reddit.com

How To

8 Night Shift Remote Jobs Hiring in 2024 (Up to $45/Hour)

Mar 09 2024

If you’re a night owl looking to work from the comfort of your home, night shift remote jobs are right up your alley. As more companies begin to embrace flexible work schedules, there are plenty...

thinksaveretire.com

CITs in 403(b)s Clears Another Hurdle

Mar 09 2024

House approves amendment with strong bipartisan support Thursday, with a broader package of…...

401kspecialistmag.com

What Percent of Net Worth is Your Home?

Mar 09 2024

We are planning to consolidate and purchase what I hope will be our last home (first floor primary and laundry) . I have found a house that checks all the marks but I (the conservative saver in the fa...

reddit.com

Income Required To Afford A Typical Home By City In 2024

Mar 08 2024

Zillow recently released an intriguing study that outlines the income needed to afford a “typical home” in different cities. The study considers a 10% down payment and utilizes the Zillow ...

financialsamurai.com

Income

The Stunning Cost Of The Best Care At Home For Wealthy Elders

Mar 07 2024

Most people say they want to "age in place" at home for as long as possible. Know the shockingly high cost of the best of care for aging loved ones at home....

forbes.com

Should I just payoff the house?

Mar 07 2024

Recently widowed and just retired. And yes I’ve heard every pro and con imaginable on this subject but still have not made my mind up. I’ve done the math and I feel I have adequate savings...

reddit.com

January 2024 Performance: Tesla Dump!

Mar 06 2024

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

Portfolio

Are Student Loans the New Mortgage for My Generation?

Mar 06 2024

[Editor's Note: If you’re looking to carve out your financial freedom so you can practice medicine exactly how you want, make sure to sign up for the virtual Physician Freedom Summit March 7-9. ...

whitecoatinvestor.com

Students

Navigating The Corporate Transparency Act: Estate Plan Implications

Mar 04 2024

The CTA is a federal law that took effect on January 1, 2024. It may have implications for your estate plan....

forbes.com

Paula Pant Asks: Do You Want to Retire or Are You Simply Tired?

Mar 04 2024

By Josh Katzowitz, WCI Content Director With a full house inside the large Sebastian K ballroom at the Rosen Shingle Creek resort during WCICON24 in Orlando, keynote speaker Paula Pant asked how many ...

whitecoatinvestor.com

11 High-Paying Remote Jobs for Stay-at-Home Moms

Mar 04 2024

Best Remote Jobs for Stay-at-Home Moms 1. Virtual Assistant ($73k per year) Expected Earnings: $73,821 per year Experience Level Needed: Beginner The demand for virtual assistants is increasing rapidl...

thinksaveretire.com

Opinions on Pool Ownership in Retirement

Mar 02 2024

We are consolidating our properties with plans to buy or build our last home. We are in our early sixties. One of the features we are considering is whether or not we want a salt water pool. We live i...

reddit.com

The Real Reason for the Housing Unaffordability Crisis

Feb 27 2024

By Dr. Jim Dahle, WCI Founder Housing is unaffordable. This is the new chief complaint of our society. It used to be that healthcare was unaffordable. That problem wasn't fixed; it's just that the hou...

whitecoatinvestor.com

Private Real Estate Lending Funds

Feb 27 2024

By Dr. Jim Dahle, WCI Founder I spent some time a couple of years ago thinking about and discussing real estate lending funds and I thought it might be useful to revisit the topic today and share a fe...

whitecoatinvestor.com

What To Do When You Need Cash: Home Equity Or Margin Loan

Feb 27 2024

You might have choices when you need to raise fast cash. Know how to choose the best option for you....

forbes.com

Climbed To The Top Of The Property Ladder And Feel No Happier

Feb 27 2024

For those of you who are looking to upgrade homes, let me tell you a sad truth. I climbed to the top of the property ladder with my latest home purchase, and after four months, I feel no happier. When...

financialsamurai.com

Will Your Aging Parent Give Up The Too-Large Family Home?

Feb 26 2024

The battle goes on with aging parents who are living alone or without family nearby and their adult children. Your approach is everything in persuading them to move....

forbes.com

Recommendations for estate planning

Feb 24 2024

We did it when my kids were young, but I was most concerned with who would care for them than anything else. The rest of it was noise to me, though my spouse was there to make decisions. They are olde...

reddit.com

Our Experience in Building a Home Over Buying an Existing Home

Feb 23 2024

I mentioned in the previous post Beyond the Numbers: a Closer Look at Renting By Choice that I became a homeowner again after renting for four years. We did it by building a house as opposed to buying...

thefinancebuff.com

Housing/Mortgage strategy feedback

Feb 22 2024

Hi, I plan to retire in 1-4 years but more than likely towards the higher end with my Son just starting college. His expenses are covered in a 529 but ya never know…and I like (on most days) my...

reddit.com

Strategy

Help me solve house puzzle. Don't know what kind of professional to use.

Feb 14 2024

My wife and I have recently retired and want to refresh the interior of our house by repainting and replacing the carpet. When we were younger we would normally arrange this kind of thing ourselves, m...

reddit.com

6 Tips on Estate Planning

Feb 14 2024

Are you considering passing down your assets to the next generation? Explore effective strategies for transferring your wealth, initiate the estate-planning process, and discover how estate planning c...

theretirementsolution.com

Retirement homes really small or really big

Feb 13 2024

I’m wondering how many people now retired have elected to live in a “tiny home”, where tiny home is defined as 400 sq ft (37 sq m) or less. How are you enjoying it? Any thoughts abou...

reddit.com

Retired

?? 6 Reasons to Move to Michigan for Retirement (AARP Article)

Feb 12 2024

Affordable housing, mild summers and friendly small towns draw retirees to the Great Lakes State. By Patrick J. Kiger. Published November 08, 2023. https://www.aarp.org/retirement/planning-for-retirem...

community.aarp.org

Ask an advisor: Can my client afford to build her retirement dream home?

Feb 10 2024

Downsizing in retirement is common. What's less common is building the new home yourself. Can a senior in California pull it off?...

financial-planning.com

Advisors

Retirement Environment: Urban or rural?

Feb 10 2024

Looking to retire in a year or two and planning to sell my home with stairs in a high tax community for a ranch-style home in an area of lower property taxes. I like the idea of living in the country ...

reddit.com

Rising House Prices in COVID Still Cause Sticker Shock

Feb 09 2024

If you want to find a place where houses remain affordable, try Syracuse, New York. It’s a college town, so it’s probably a nice place to live. Syracuse is the only large U.S. city where t...

crr.bc.edu

?? Find the Best Place For Your Retirement (AARP Article)

Feb 09 2024

Creative and innovative housing options to live your best life. https://www.aarp.org/retirement/planning-for-retirement/info-2021/unique-retirement-communities.html...

community.aarp.org

The No Regret Retirement: Make Sure You Are Happy with the Big Decision

Feb 08 2024

Retirement is a big deal. It is a major life transition and just like you didn’t want to choose the wrong college, marry the wrong partner, take the wrong job, or buy a house in the wrong locati...

newretirement.com

Career

College

How To Afford a House These Days

Feb 05 2024

– The other day, an MMM reader stopped by and left the following comment on one of my older posts about the principles of FIRE: “While I still find some of MMM’s advice relevant, it ...

mrmoneymustache.com

How To

Will Contract: Should You Have One?

Feb 04 2024

Should a married couple sign a will contract to backstop their estate plan, especially in a second or later marriage? While these make sense, they can be problematic....

forbes.com

In-Home Care for the Seriously Ill - You May Qualify for More Help Than You Think

Jan 31 2024

The husband of a friend of mine died a few months ago. He was only on hospice for two days before he died. Although they had paid for long-term care insurance for years, he did not take advantage of i...

baby-boomer-retirement.com

Selling/Moving Dilemma Advice/Experience?

Jan 30 2024

I will be retiring December of this year. Husband retired a few years ago. We are not yet collecting SS since I'm working full time and there's no need to yet. We have a home that we will be selling a...

reddit.com

2023 Real Estate Crowdfunding Performance

Jan 29 2024

2023 was a tough year for commercial real estate. The Fed raised the interest rate 11 times and the cost of borrowing money increased tremendously. Commercial developers had a hard time getting reason...

retireby40.org

Origin’s Top 10 2024 Predictions for Multifamily Real Estate

Jan 26 2024

Every year since 2019, I have posted my top 10 multifamily real estate predictions for the year (and every year, ... Read more...

physicianonfire.com

Predictions

Revisiting Your Estate Plan: Ensuring Your Wishes are Fulfilled

Jan 25 2024

Although it’s not the most exciting thing on the financial to-do list, it’s always a good idea to revisit your estate plan from time to time. If you have experienced a major life transitio...

newretirement.com

5 Tips on How to Get Started with Estate Planning

Jan 24 2024

The post 5 Tips on How to Get Started with Estate Planning appeared first on The Retirement Solution....

theretirementsolution.com

How To

Reader Case: We have an Infant and are House Horny. Help!

Jan 23 2024

Guess what? Today, we’re going to do a reader case because the title caught my eye, and it was simply too tempting to pass up. I saw this: “we had our first baby 8 months ago and now we&rs...

millennial-revolution.com

Be Sure You Have The Most Important Document In Every Estate Plan

Jan 22 2024

The priority of every estate plan shouldn't be taxes, investments, gifts, or other financial issues....

forbes.com

Rates Are High and Demand Is Low . . . So Why Aren’t Home Prices Falling?

Jan 18 2024

[Editor's Note: The best medical conference of the year will arrive in a few short weeks, and if you can’t be at the Physician Wellness and Financial Literacy Conference (WCICON24) in person, yo...

whitecoatinvestor.com

Retirees Spend a Lot of Time and Money to Buy Their ‘Forever Home.’ Then They Sell It.

Jan 17 2024

WSJ article from a few years ago: https://www.wsj.com/articles/retirees-spend-time-money-for-forever-home-sell-it-11636402781 [Archive.is link here if you don't have a WSJ subscription] I thought it w...

reddit.com

Rent Out, Sell, Or Create A Wellness House For Better Health

Jan 15 2024

At the end of 2023, feeling burnt out and in need of a peaceful environment to work on my book, I opted for a wellness retreat lasting just one day. Instead of spending $2,000 a night at a wellness ce...

financialsamurai.com

Health

Worldwide retirement communities similar to The Villages?

Jan 13 2024

Me and my spouse really like the idea of The Villages in Florida where you get to own your own home and there’s a bunch of things to do all the time (soccer, pickleball, swimming, knitting) and ...

reddit.com

Spouse

Past The Real Estate Market Bottom With Brighter Days Ahead

Jan 12 2024

In this episode, I interview Ben Miller, the CEO of Fundrise, discussing his revised perspective on the real estate market for 2024 and beyond. The year 2023 posed challenges for institutional real es...

financialsamurai.com