Estate
Showing 50 results of 471
Real Estate Collusion Revealed! Misaligned Commission Incentives
Nov 02 2023
As a real estate investor since 2003, I've been disappointed by the real estate buying and selling process for a long time. While transaction costs have declined to zero or near zero for every industr...
financialsamurai.com
Trick or Treat? New DOL Fiduciary Rule Proposal to Debut on Halloween
Nov 02 2023
First public look at controversial new rulemaking comes after White House event at 3:30 p.m.…...
401kspecialistmag.com
DOL Fiduciary Rule Released; Industry Reaction Pours In
Nov 02 2023
President Biden will speak about the rule from the White House at 3:30; new proposal applies…...
401kspecialistmag.com
Biden: DOL Fiduciary Rule is a Further Crackdown on ‘Junk Fees’
Nov 02 2023
President focused on retirement security during White House remarks Tuesday; Insured…...
401kspecialistmag.com
Can I get advice on a reverse mortgage? Please and sugar on top
Nov 02 2023
My daughter is about to get married again and she is asking me to help with the wedding. I don't mind doing it again but her fiance was asking about whether we could take out a reverse mortgage. He sa...
reddit.com
Your Estate Plan Must Be Coordinated To Work
Oct 31 2023
Your estate planning documents, account titles, beneficiary designations, insurance and advisers must all be coordinated for your estate plan to work....
forbes.com
Tax Planning For Your Second Home: 6 Things To Know And Some Options To Explore
Oct 31 2023
The second home is supposed to be a place of respite, a happy place, so why interrupt that solitude with death and taxes....
forbes.com
To Sell v Rent out former home in current weird housing market?
Oct 31 2023
Found the perfect for us small (2 bedroom/2 bath) retirement home (rural) and bought it on the equity of our as yet still unsold Urban 4 bd-rm/3 bath and moved. Old house has been on the market now fo...
reddit.com
Tax Planning For Your Second Home: 6 Things To Know And Some Options To Explore
Oct 30 2023
The second home is supposed to be a place of respite, a happy place, so why interrupt that solitude with death and taxes....
forbes.com
For those not working, how late in the day do you get dressed?
Oct 29 2023
I often wonder around in a robe and sandals, sometimes as late as 2:000PM. I rarely get dressed as soon after I wake up. The main reason I get dressed is my wife works and when she comes home I don't ...
reddit.com
When Is The Best Time To Buy A House? A Real Estate Pro Answers.
Oct 28 2023
When is the best time to buy a house? As a real estate investor for over 20 years, I have bought houses through many cycles. I bought houses when interest rates were in the 7s in the early 2000s. I bo...
dadisfire.com
In-Depth Guide to Assumable Mortgages
Oct 28 2023
I’m a seasoned real estate veteran with over 20 years of experience and a Chartered Financial Analyst (CFA). Throughout my career, I’ve always found assumable mortgages intriguing, yet the...
dadisfire.com
Other people’s money. Carleton Sheets and no money down
Oct 28 2023
Real estate is a wonderful investment for many reasons. One of the best reasons is leverage and the ability to buy with no money down. You can buy as asset with other people’s money and have oth...
dadisfire.com
Do I Need a Real Estate Agent to Buy a House?
Oct 28 2023
So many people assume they need a real estate agent. But have you ever thought, “Do I need a real estate agent to buy a house?” The short answer to that question is “no.” While...
dadisfire.com
Rental Property Management Company: Pros and Cons
Oct 28 2023
Should you hire a rental property management company to manage your rental house? No, in most cases you did not need to. When I started buying houses in my early 20s, I was adamant that my real estate...
dadisfire.com
Stop Overthinking and Start Investing: A 4-Step Guide to Real Estate Success
Oct 27 2023
By Dr. Peter Kim of Passive Income MD, WCI Network Partner Have you ever found yourself stuck in analysis paralysis? That feeling of being trapped in your own head, overthinking and over-analyzing thi...
whitecoatinvestor.com
How To Delay Close Of Home Escrow To Gain More Time And Money
Oct 27 2023
With money market interest rates so high, every day you delay closing escrow is one more day of free interest income. You could feasibly extend your escrow period so long that the extra interest incom...
financialsamurai.com
Sell house and downsize before or after retirement?
Oct 26 2023
My husband is set to retire in January 2025. He will be 65 1/2. We are going to be downsizing to a smaller home with everything on one level ( ranch style ), as I am already having some issues with st...
reddit.com
It’s Amazing What Being Alone With Your Thoughts on a Walk Can Do for You
Oct 24 2023
I had no plans to go for a walk today. Lisa and Faith were gone and that’s usually when I focus on getting things done. Sometimes I’ll work on projects around home (which is the RV right n...
routetoretire.com
Understanding How The Mortgage Stress Test Rules Work In Canada
Oct 19 2023
When you go to a bank to get a mortgage in Canada, chances are that the mortgage interest rate that is used to qualify your mortgage and the rate you actually pay will differ. The reason for this has ...
retirehappy.ca
Shared Households as a Safety Net for Older Adults
Oct 17 2023
Abstract With a record number of older adults facing housing affordability challenges, shared households may provide an important private housing safety net if other household members contribute to ho...
crr.bc.edu
Has anyone moved in retirement from their longtime home or hometown?
Oct 15 2023
I guess the real question is based on this: wife (57f) and I (M59) moved from the area we both grew up in two years ago. We traveled the US for a year in our RV prior to settling in an area we liked. ...
reddit.com
How To Calculate Mortgage Interest Deduction If It’s Over The Max
Oct 14 2023
The mortgage interest deduction is a positive benefit for homeowners. This itemized deduction allows homeowners to subtract mortgage interest from their taxable income, thereby lowering the amount of ...
financialsamurai.com
Co-Signing A Mortgage In Canada: What You Need To Know
Oct 13 2023
By co-signing a mortgage in Canada, you can help a child or other close family member who may be having difficulty obtaining a mortgage on their own. However, there are risks associated with co-signin...
retirehappy.ca
Renting Advantages: Why Renting is the Superior Choice
Oct 13 2023
The decision to move out of our home was made shortly after 4:30 AM, just as my wife pulled out ... Read more...
physicianonfire.com
Retirement confidence keeps falling as political instability rises
Oct 12 2023
As Congress battles over spending and House leadership, retirement advisors are losing faith in the U.S. economy....
financial-planning.com
A Flattening Yield Curve: What Does It Mean?
Oct 10 2023
You know, prior to having a kid, I never understood parents’ burning desire to get out of the house and have adult conversations. But now that I have one, I totally get it. Your entire day just ...
millennial-revolution.com
Downsizing Your Home Isn’t the Money Move It Used to Be
Oct 10 2023
With prices and mortgage rates high, smaller isn’t always better—or cheaper...
wsj.com
Your Retirement Dream’s Secret Weapon: The Right Real Estate Agent
Oct 10 2023
October 11, 2023 — OK, so you are thinking about your dream home for retirement. Maybe you know where you would like to retire (region, state, or even town) and the lifestyle you want to pursue....
topretirements.com
Planning Retirement with Improved Home Electrical Safety
Oct 06 2023
Welcome to an in-depth analysis of planning for your golden years and ensuring absolute peace of mind with improved home electrical safety. This post is tailored for you: an individual that understand...
retirementsavvy.net
The Housing Affordability Problem Is Creating A Nation Of Renters
Oct 06 2023
Housing affordability is at or near an all-time low and the Fed is partly to blame due to its aggressive rate hikes in such a short time frame. The Federal government is also partly to blame due to ex...
financialsamurai.com
First Home Savings Account: How the FHSA Helps You Save Tax-Free in Canada
Oct 05 2023
The First Home Savings Account (FHSA) is the best new financial tool/account to be introduced since the introduction of the Tax-Free Savings Account (TFSA) back in 2009. The FHSA is designed for a spe...
retirehappy.ca
Estate Planning: Essential Checklist, Basics & Costs
Oct 02 2023
Estate planning can be emotionally and financially complicated. Learn more about how to get started on your estate plan using our checklist....
annuity.org
The Midlife Crisis House Is A Real Phenomenon
Oct 02 2023
We've all heard of men buying midlife crisis cars to feel more alive. But what about buying a midlife crisis house? Have you ever thought of such an interesting thing? Let's say you're living in a per...
financialsamurai.com
Thinking about leaving my marriage in retirement
Oct 01 2023
Ten years ago we bought a house that I hate and now I'm paying the price. Been retired 2 years. This house, and the area offer no/little privacy or easy access to nature. Both of those things are bigg...
reddit.com
How to Save for a House: The Comprehensive Guide to Homeownership
Aug 15 2023
Do you want to own your own home, but find the idea of saving for it overwhelming? Well, you're not alone. For most people, buying a home will be the biggest financial decision of their lives, so it m...
ofdollarsanddata.com
The Return on Hassle Spectrum
Jul 25 2023
Last week The FI Couple, a real estate investing duo, sent out this tweet highlighting the growth in their rental income since 2018: However, when pressed about how much they make net of costs, they s...
ofdollarsanddata.com
Aretha Franklin Estate Shows Perils of Not Having a Buttoned Up Will
Jul 19 2023
July 20, 2023 — Just about everyone knows that not having a will is a really bad idea. But still, about 60% of Americans either don’t have one or have no estate planning. But almost as bad...
topretirements.com
Why Are Houses So Expensive?
Jun 13 2023
The dream of owning a home has become more elusive than ever. Over the past decade, U.S. house prices have increased by nearly 4.7% per year above the rate of inflation while the median household inco...
ofdollarsanddata.com
Site Visit: Member Tours Virginia’s Cascades at Embrey Mill
Apr 30 2023
By Anonymous One of our long time Members and his wife visited Embrey Mill recently. We thank him for sharing his observations on the visit! May 1, 2023 — We’ve been in our present home for ab...
topretirements.com
Updated Topretirements.com Site Launches April 3
Apr 02 2023
April 3, 2023 — The new Topretirements website will launch on April 3. We are aiming for much greater simplicity in our page design and navigation throughout the site. For example, the Home page...
topretirements.com
Private Real Estate vs. REITs
Mar 23 2023
Today, we are answering more of your real estate questions. We discuss if it is a good idea to have your rental properties in an LLC, if you can claim a loss on US taxes for an international property,...
whitecoatinvestor.com
Is Mortgage Interest Tax Deductible?
Mar 23 2023
Many Canadian homeowners have wondered if mortgage interest is tax deductible. Chances are, they’ve heard that their neighbours to the south can claim their mortgage interest (it’s true). ...
retirehappy.ca
Emergency Medicine’s Popularity Plummets
Mar 22 2023
By Dr. James M. Dahle, WCI Founder The House of Medicine is a surprisingly stable place. Over the years, the highest-paying specialties—like neurosurgery, plastics, and orthopedics—have be...
whitecoatinvestor.com
I Wish I May, I Wish I Might: Estate Planning’s Gentle Nudge
Mar 22 2023
Contrary to what you might expect, using precatory language such as ‘I wish’ or ‘I hope’ can play an important part in three estate planning objectives....
kiplinger.com
Should I Buy a House Now?
Mar 21 2023
Buying a home is likely to be the biggest financial decision you will ever make. As a result, such a decision requires careful consideration of your financial situation, personal life, and the state o...
ofdollarsanddata.com
I'm confused on when to claim spousal benefits
Mar 20 2023
I just turned 67 and claimed my SS benefit when I reached my FRA, last year. My wife, who turns 66 this next week, was mostly a stay at home mom but did teach for a few years. Upon her turning 62, she...
community.aarp.org
Clean Out Your Estate Planning Attic
Mar 19 2023
Cleaning out your estate and related planning "attic" can simplify your planning, identify steps and improvements, save professional fees and taxes....
forbes.com
Why Every Doctor Should Own Half a Home
Mar 17 2023
By Dr. Zachary Zemore, Guest Writer Being only a few years out of residency, I am deeply immersed in the accumulation phase of my financial journey. Like many readers, I have read all the old White Co...
whitecoatinvestor.com
Top 10 Costly Mistakes In Estate Planning
Mar 16 2023
During the estate administration process, it is easy to see where the decedent veered off course. Often the fix was inexpensive and could have saved their heirs lots of money in legal fees....
forbes.com
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