Estate
Showing 50 results of 472
How Our Portfolio Performed in 2023 (Including Real Estate!)
Jan 08 2024
[Editor's Note: The White Coat Investor wants to understand who our readers are and what they want. That’s why we created this survey—so we can make sure we continue to serve you as best w...
whitecoatinvestor.com
Conservative investment alternatives as CD rates drop.
Jan 04 2024
As CDs mature and rates drop, where would you move this money? My current portfolio is 50% Equities, 40% CD and 10% Bonds. I'm drawing SS and plan to retire this year. I'm 68 years old, sold my house ...
reddit.com
Converting A Horrendous Market Structure Into The Best
Jan 03 2024
A new online marketplace - the Certified Mortgage Network - promises to benefit borrowers by creating close to perfect competition...
forbes.com
An Achievable Goal For 2024: Strengthen Your Muscles
Dec 29 2023
New Year's Resolution: Small habits, like starting 15 minutes of strengthening work at home and getting enough protein can keep you from losing independence as you age....
forbes.com
Estate Plan In The New Year
Dec 27 2023
Estate planning is vital to your protection and those you love. Plan!...
forbes.com
November Performance. It’s All Good.
Dec 27 2023
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
Should I Withdraw from My IRA to Pay Off My Mortgage?
Dec 27 2023
One of our listeners actually has a better mortgage rate than me! However, as they begin to test their retirement budget they have found that the mortgage payment leaves that budget a bit tight. So th...
rogerwhitney.libsyn.com
Should We Sell Stocks to Make a Large Purchase?
Dec 26 2023
Should you sell long-term stocks for a real estate investment? I walk through one listener’s question and explain what you need to consider before making such a decision. Aside from the obvious&...
buzzsprout.com
410: 7 Principles of Estate Planning and Building a Legacy That Lasts with David York
Dec 25 2023
Today, I’m speaking with David York. David is an attorney, a CPA, an author, speaker, and managing partner at York, Howell & Guymon. David has over 26 years of estate planning experience and...
retirewithpurpose.com
10 Step Year-End Financial Checklist for Physicians
Dec 23 2023
As we wrap up 2023, it’s the perfect time to evaluate our finances, including taxes, investments, retirement, savings, and estate ... Read more...
physicianonfire.com
Renting out your home to fund retirement
Dec 17 2023
I live in Southern California, small beach town. The majority of my money is tied up in my house. I only have $600k in retirement funds, but my house is worth 2.5mil. I still owe $400k, but at 2.5%. I...
reddit.com
How To Prepare For Upcoming Bidding Wars When Buying A Home
Dec 15 2023
Anticipating future trends can lead to smart investments. Drawing from my 20 years of real estate investing experience, I expect bidding wars to resurge in the housing market in 2024 and beyond. The m...
financialsamurai.com
Home Insurance Needs For Paid Off Properties With No Mortgage
Dec 13 2023
In my post, the percentage of homeowners who pay cash, a reader asked my opinion on having home insurance for paid-off properties. Paid off properties include a property you purchased with all cash or...
financialsamurai.com
Are you eating to live or eating anything you want in retirement?
Dec 13 2023
Found a fascinating article about eating for longevity here: https://www.marketwatch.com/story/at-65-i-thought-i-could-eat-whatever-i-wanteduntil-i-woke-up-in-an-icu-7ca9906a?mod=home-page Thi...
reddit.com
Where do Americans live after 85? Look inside the homes of 11 seniors
Dec 12 2023
It’s one of the most critical questions facing aging Americans: Where to live as you get older, and may require more care? Many might imagine living in a nursing home. But an analysis of census ...
reddit.com
House Rich Cash Poor Is A Terrible But Fixable Situation
Dec 11 2023
House rich, cash pooris when you have a lot of equity in your house but not a lot of cash. For whatever reason, a homeowner has untapped equity in their property but is unwilling or unable to withdraw...
financialsamurai.com
2024 Housing Market Price Predictions By Industry Experts
Dec 09 2023
Now that I've published the 2024 S&P 500 predictions, let's look at the 2024 housing market predictions by various industry experts. The forecast for 2024 home prices ranges from -1.7% to +4.1%. R...
financialsamurai.com
The Case Of The Evil Yoga Teacher For An Aging Parent
Dec 08 2023
Someone who comes to the home of an elder with cognitive impairment can be a setup for financial manipulation. This is what happened in a real case....
forbes.com
Are You Selling Yourself Short? I Think I Am.
Dec 08 2023
The post Are You Selling Yourself Short? I Think I Am. appeared first on Millennial Money. I live in a beautiful house surrounded by trees. It’s peaceful here. I wake up and go to sleep when I w...
millennialmoney.com
Should Your Spouse Work or Stay At Home?
Dec 06 2023
In this week’s video, we’re going to talk through one of the most difficult decisions a couple can make: can they live on a single income to be able to stay at home with their kids. This u...
thomaskopelman.com
Family Care Demands Don’t Stop at Nursing Home Door
Dec 05 2023
Anyone who thinks that moving an elderly parent out of her home and into a facility will eliminate the need for most of the care they’ve been providing should think again. Two University of Penn...
crr.bc.edu
Retirement Spending and Timing Your Mortgage Payoff - 458
Dec 05 2023
Should Brian in Binghamton, New York pay off his mortgage for a guaranteed 6% return? How bad did Steve in Pittsburgh screw up his retirement, and can he afford to buy a new house away from his a-hole...
purefinancial.com
Sorting out options on where to retire, stay in home state or venture out...
Dec 04 2023
Retiring soon and contemplating where to live. Born in NYC and have lived in NJ since I was 4 years old. Both parents passed so nothing keeping me in NJ. Strongly considering Florida in a new communit...
reddit.com
The Biggest Problem With Being A Long-Term Investor
Dec 02 2023
Everybody knows that being a long-term investor is the way to go. The longer you can stay invested in the stock market and real estate markets, the greater your chances of making more money. There's j...
financialsamurai.com
Keeping entire portfolio in one investment house?
Dec 02 2023
I have just retired. I want to move my investments from 3 different investment co (schwab, fidelity, vanguard, TSP) to just Vangard. The total $ is greater than the $250k that is insured by the US. Sh...
reddit.com
Inflation-Proof Investing: How Physicians Can Build Wealth with Real Estate
Dec 01 2023
The 2023 real estate crash isn’t here yet, and we have a great guest article from our good friend Dr. ... Read more...
physicianonfire.com
All The Surprising Costs That Come After A Home Purchase
Nov 30 2023
Just like how the purchase price of a car is not the entire cost, the purchase price of a house is not the entire cost either. Let's discuss all the surprising costs that may come after you close escr...
financialsamurai.com
Any good books to read on Estate Planning?
Nov 30 2023
My dad passed away a couple of years ago, and the entire process of probate, inheritance, beneficiaries was a mess. The emotional effects were obviously hard enough on my mom, but this compounded ever...
reddit.com
October Performance: Tesla Take Down!
Nov 29 2023
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
Should You Tell Your Beneficiaries What They Will Inherit: 10 Estate Planning Tips
Nov 28 2023
Should you tell your heirs what your assets are or what they should expect to inherit?...
forbes.com
What Is Estate Planning? A Guide And FAQ For Investors
Nov 28 2023
Estate planning is an often overlooked topic during the financial planning process. Here's why that's a mistake....
forbes.com
The Pros and Cons of Using Your Home as an Inheritance for Your Heirs
Nov 23 2023
A home holds more than just financial value for most people; it becomes filled with fond memories and emotional significance over time. The desire to keep such a home within the family, with the inten...
newretirement.com
Should You Pay Off Mortgage or Invest?
Nov 22 2023
A while back on the NewRetirement Facebook group, Linda asked about what she should do with a recent inheritance. She asked whether she should pay off her mortgage or invest. She wrote: “I am 77...
newretirement.com
5 Ways to Tap Home Equity in Retirement and 7 Times When it May Be a Good Idea to Do So
Nov 22 2023
Home equity (how much you owe on your mortgage subtracted from how much your home is worth) can be a useful and often overlooked retirement asset. If you have holes (things you want or need to fund) i...
newretirement.com
The Ups and Downs of RV Life: 45 Days in Our Tiny Home
Nov 21 2023
“Move out of your apartment and enjoy the RV life,” they said… “It’ll be fun!” Ok, that’s only sort of what happened. We enjoyed our past couple of monster r...
routetoretire.com
Estate Planning 101: What You Need To About The Basic Documents, Wills, & Trusts
Nov 21 2023
In this week’s video we’re going to look at an introduction to estate planning. This will kickoff a series of estate planning posts that will explore more in depth concepts surrounding it....
thomaskopelman.com
One more year full time in burnout situation or two more years part/time in a new one?
Nov 20 2023
Do I make the trade…I’m one year from full retirement snd we want to get the house paid off. I work as a clinical supervisor in a community mental health setting and am burned out, pushin...
reddit.com
Pros and Cons of Joining a Gym in Retirement
Nov 18 2023
I have been a consistent exerciser for decades and have a whole house setup. I've acquired a fancy set of weights that ratchet up and down in weight, a plethora of old DVDs, an elliptical, a walking p...
reddit.com
Mortgage Insurance vs Term Insurance: Which Should You Choose?
Nov 16 2023
If you have a mortgage, having ample life insurance coverage is critical for protecting your family and home. But there is more than one way to purchase life insurance that protects what is likely you...
retirehappy.ca
Next Chapter advice needed for buying home
Nov 16 2023
Hi All :). Ohio - 64/f (single, live alone); SS draw of $1,100mo, on Medicaid. Considering selling house with profit of 225-250k. Should I buy another house outright with full amount to not have house...
reddit.com
Busting The Real Estate Cartel With Attorney Mike Ketchmark
Nov 15 2023
If you are curious how attorney Mike Ketchmark and his team were able to win a landmark $1.8 billion class-action lawsuit on price fixing against the National Association of Realtors, Keller Williams,...
financialsamurai.com
Cost of A/B pour over Trust ? Shocked at the quote
Nov 15 2023
Hello I moved from Texas where we had a estate plan done by professional board certified estate planning attorney. However now we are in a different state Oregon that has estate tax and so I went to o...
reddit.com
How To Take Advantage Of The US Housing Market… By Moving To Mexico
Nov 12 2023
How it Makes Sense to Sell Real Estate in the US and Buy or Rent Real Estate in Mexico...
forbes.com
Is Veterans’ Homelessness The Price Of War?
Nov 11 2023
Housing for homeless vets has gotten better but there is still much to do. The VA, states, counties and cities have to work to solve the housing issues....
forbes.com
Real Estate Is Like A Bond Plus Investment: More Potential Upside
Nov 10 2023
Selling bonds to buy real estate is a much easier decision to make than selling stocks to buy real estate. Real estate acts like a bond plus investment because bonds have more similarities to real est...
financialsamurai.com
Paying Cash To Buy A House By Selling Stocks: A Mind Bender
Nov 08 2023
One of the best ways to get a better deal on a home is by paying cash. Sellers prefer all-cash offers because there's less risk the transaction will fall through once in escrow. As a result, some sell...
financialsamurai.com
When To Pay Off Your Low-Interest Mortgage
Nov 07 2023
Note: Winners of last week’s book contest will be announced at the end of this post A few weeks ago, we posted a reader case Can’t Work Because of Health Issues and Worried, in which our r...
millennial-revolution.com
Choosing the Perfect Retirement Home: 12 Essential Factors to Consider
Nov 06 2023
After COVID it feels like a number of my friends’ families and distant family are getting older and need a ... Read more...
physicianonfire.com
How Real Estate Debt Can Help Build Alternative, Passive Income In This Market
Nov 04 2023
In today’s ever-evolving real estate landscape, investors are met with a mix of optimism and skepticism. There’s no denying the ... Read more...
physicianonfire.com
We are mulling over selling our house that is paid off.
Nov 03 2023
We have owned our house for ~28 years and it's all paid for like it says in the title. The house is way too big for the two of us and it's a lot of upkeep. I would like to sell it and buy a smaller ho...
reddit.com
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