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The costs of homeownership may continue to rise in retirement. Here's how to manage that....
We all want to honor an aging parent or other loved one's wishes to stay at home for any care needed. But the cost may not be affordable, even for the wealthy....
I'm 70, about to retire any day now. I want to make sure that I am budgeting such that I have a large chunk of change if/when I need to go into a nursing home. If this is my fate I would like to go to...
I am hoping to buy a lakefront property for a retirement home. I am 63 and plan on working another 5 years. My current home is paid off and I would sell it once I retire. For the retirement property I...
As retirement plan rules continue to evolve, one area drawing attention is the inclusion of alternative assets in 401(k) plans. In early August 2025, the White House released an executive order that h...
We bought a home about four years ago, but we couldn't move in because squatters occupied it. Here's the conclusion of our long, long story. The post The Truth About Buying a Foreclosed Home, The Seri...
Private equity, real estate and expanded annuities are now options, but they are more complex, less flexible and more expensive to own....
Survey shows that while the average American has nearly $200,000 in digital asset value, nearly half of respondents say they don't think about digital estate planning....
My husband and I disagree on trying to pay off the house before he retires in 11 yrs. We have a 3.4% interest rate and have approx 225,000 to pay we are doing bi-weekly payments. We’ve only had ...
Would love to hear thoughts from people who may have done something similar. I was made redundant recently (happily) and currently do just enough work to cover bills, etc. I'm loving not working in th...
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My spouse and I are retiring soon and are in that mode of “our house is too big”, “our kids aren’t moving back home”, and “we don’t want to retire here”...
Embattled Federal Reserve Governor Lisa Cook is facing accusations of mortgage fraud—specifically, owner-occupancy mortgage fraud. The claim is that she took out two mortgages in two states, wit...
In this week's Ask the Editor Q&A, we answer questions from readers on estate and gift taxes....
Recently, an executive order has set the stage for 401 (k) providers to potentially start offering investments like private equity, private real estate, digital assets (think bitcoin), commodities, an...
Redefining retirement with purpose and adventure John and Bev retired at 55, sold almost everything, and traded their dream home for two backpacks, golf clubs, and a life of full-time travel. Since th...
If you want to age in place in your current home, near the beach or in the mountains, one risk could upend your plans. Here's what you need to know....
We are 7 years away from retiring and still have a teen at home who loves vacationing to a spot we like in Florida. We are considering using some equity in our primary home which will be paid off also...
The Fed Chair just signaled that rate cuts could be coming as early as September. That probably had you wondering if your mortgage, car loan, or credit card bill was about to drop. Sounds nice, but th...
The One Big Beautiful Bill Act removes uncertainty over tax brackets and estate tax. Families should take time to review estate plans to take full advantage....
Hey everyone! I haven’t written about our real estate crowdfunding investment in a while. There have been some developments. We had some good news and some bad news. Apartments and ... Read more...
Tuesday, August 12 - Monday, August 18, 2025 Most Commented score comments title & link 85 169 comments Retirees without children or family heirs -- how are you planning your estate? Top Comments ...
In troubled times like these, wealthy clients may seek financial refuge outside of the U.S. But that could cause more tax and estate problems than it solves....
We ask financial planning experts for advice....
For some retirees, a bigger home is better....
One of the biggest mistakes property owners make is not realizing they're eligible for tax deferral through a Section 1031 like-kind exchange....
We have a housing crisis in the United States that has as much to do with the types of housing available as the quantity. Builders construct luxury McMansions because they are more profitable than mid...
My husband and I are thinking of moving from our home in Devon, UK. We have been there for 22 years and in Devon for 40. I'm retiring from teaching next year at 59 and he has just reduced to part time...
The portability of the estate tax exemption from one spouse to another has traps and pitfalls that many people don't know....
I would think that how you plan your retirement spending patterns and how much of an estate to leave would change if there is no desire to leave something behind for family members. So what does that ...
Once my wife retires (I am already), we are planning on doing the opposite of snowbirding--spending summers in Maine, spending roughly 3 1/2 months away from our permanent home. What is the best way t...
US audience…5/3, ranch on a walkout. Master BR upstairs with no issues navigating house as I age. Downsize to what? I could get $390,000 for this house and a new 3/2 slab cost $435,000 at minim...
Buying a second home in retirement, especially with sufficient savings, can enhance your lifestyle or serve as a smart investment. But it requires careful planning....
When did you last review your will? Before kids? Before a big move? An update is essential, but regular reviews are even better. Here's why....
I was kind of forced in to retirement. I had a job as a software developer, which I left to take care of housing issues. When I tried to find another job, it was extremely difficult to find someone th...
Household chores once filled entire days, with no machines, no shortcuts, and plenty of hard work. These old-fashioned routines weren’t just about keeping the home clean, they built skills, disc...
Making family memories doesn’t have to involve expensive trips or costly nights out. Many of the best moments come from simple, low-cost experiences you can do together at home or nearby. These ...
The executive order is intended to give investors more options, but experts say employers will tread carefully before adding alternative assets....
Rising prices are hitting middle-class American families where it hurts. Basic expenses keep increasing for things like housing, food, health care, and more. And while the cost of living keeps going u...
You don’t need a luxury budget to make your home feel expensive. Small, affordable changes can make a big difference in how your space looks, feels, and even how much it could sell for later. We...
In Spring 2025, I sold one of my properties and successfully excluded $500,000 in capital gains, tax-free, thanks to the IRS Section 121 Exclusion. For those unfamiliar, this powerful rule allows home...
Caregiver’s Guide to Smart Home Tech...
Every adult should have a health care proxy and power of attorney — they save loved ones time, money and stress if a sudden illness or injury leaves you incapacitated....
It’s back-to-school season. If you’ve got a budding scholar at home — or just want to score some crisp, autumn ... Read more...
Balancing money and family time doesn’t have to feel like a constant struggle. The key is making simple choices that help you stay on top of your finances without missing out at home. We’l...
On July 4, 2025, the One Big Beautiful Bill Act was signed into law. The bill brought certainty to the uncertainty surrounding the federal estate tax exemption....
This episode of the Rock Your Retirement show dives into a topic that many people shy away from but is absolutely crucial: estate planning and what happens when we’re no longer here. Host Kathe ...
What's the best real estate structure for you to use? REITs, direct ownership, crowdfunded or direct syndications? Today, we map it out. The post How to Start Investing in Real Estate appeared first o...
We are in our 60s and live in a large, 150+-year-old house that needs a lot of maintenance. My husband is retired. I can retire whenever I want to. We need to downsize sooner or later, and we're tryin...
Back when people had more time on their hands, window shopping used to be a thing. It was something you ... Read more...