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Financial Planning
August 1, 2011
Donald Jay Korn |
Second Place Clients who resisted the lure of a vacation home when prices were spiraling higher may feel a pressing need to buy now.   |
The Motley Fool
February 15, 2007
Mary Dalrymple |
Dreaming of Beaches and Rental Profits Think like an accountant when contemplating a vacation property. |
Registered Rep.
November 1, 2004
Susan L. Hirshman |
When Taxes Hit (Second) Home It is to an advisor's advantage to have some idea of the tax implications of a client's purchase of a second home. |
This Old House
Keith Pandolfi |
The Perfect Getaway Now might be the ideal time to buy a vacation home -- as long as you're buying for passion, not profit |
Financial Advisor
March 2012
Eric Rasmussen |
Is Home Where The Head Is? Home ownership is baked into the American dream. But after the housing bubble burst, some advisors see it as a recipe for disaster if people stretch their means to do it. |
Registered Rep.
April 1, 2006
Kevin McKinley |
On Golden Pond--Literally Buying life insurance while establishing a qualified personal residence trust is an especially shrewd move for benevolent owners of second homes. Since the trust will theoretically eliminate estate taxes on the property, the clients can get by with a smaller death benefit -- and lower premiums. |
Investment Advisor
August 2007
Susan L. Hirshman |
Buyer's Remorse Those contemplating a second home purchase may be many of your financial advisory clients. Is this a smart move for them? |
Entrepreneur
November 2003
Paul & Sarah Edwards |
Taxing Matters. Come tax time next year, you'll be glad you decided to start your own homebased business. |
Financial Planning
June 1, 2006
Donald Jay Korn |
Real(i)ty Check As the scorching housing market cools in some areas, owners of multiple homes may feel the chill. |
The Motley Fool
March 3, 2006
VB Rosendahl |
Vacation Homes: Profit Castles? When you consider purchasing additional real estate, think beyond the primary-residential market to the possibilities that vacation homes offer. Smart buyers are heading for hot resort areas and are seeing excellent growth for their investment. |
AskMen.com
November 26, 2000
Luis Rodrigues |
Should You Buy Or Rent The Bachelor Pad? It wasn't too long ago that I was looking for a place of my own. I was very serious about it and thoroughly enjoyed going from place to place, in my quest for the perfect condo. The very first question that came to mind was, "Should I buy or rent?" |
The Motley Fool
January 23, 2007
Mary Dalrymple |
Rent or Buy? Is it time to take the leap into homeownership? |
Registered Rep.
July 17, 2013
Kevin McKinley |
(Second) Home Free Don't let clients' dream retirement home turn into a nightmare. |
The Motley Fool
August 31, 2009
Dan Caplinger |
This Could Be the Best Move You Ever Make The plummeting housing market hasn't just thrown millions of homeowners under the wheels of their mortgage debt; it has also thrown into question whether buying a home really ever makes economic sense. |
BusinessWeek
May 29, 2006
Dean Foust |
Securing A Share Of Paradise Fractional ownership is a swankier option than time-sharing, but buyers shouldn't view it as a real estate investment. |
Financial Planning
May 1, 2013
Ingrid Case |
New Rules for Real Estate Investing Real estate investing is not for everyone - but for interested clients, a good planner can make all the difference. |
Financial Planning
April 1, 2007
Sheryl Garrett |
Co-Owning a Home One way to play the high-priced real estate market is to buy a home with friends or family. |
Financial Advisor
June 2006
Gail Liberman |
Cooling Off Rising interest rates and hurricanes may have caused Florida's real estate market to peak. Is it time for your clients to take the plunge and relocate to the state? |
This Old House
Jeffrey Rothfeder |
Tenant, Anyone? Live in the house of your dreams while a renter foots the bills. There are financial and tax advantages to buying a multifamily home to both live in and rent. |
AskMen.com
May 21, 2012 |
Tips From Millionaires Do nothing with the money for six months. Fast decisions are almost always bad decisions. Keep the money in cash or conservative instruments. |
AskMen.com
Dan Carter |
Basics Of Real Estate Investing It is never easy to make the most of your investments, but there is one option that remains a solid, steadily profitable venue for your money. This, of course, is real estate -- a wise choice through good times and bad. |
The Motley Fool
August 30, 2006
Buz Livingston |
Let's Buy a Home Relax -- falling home prices are no cause for panic. Unless you're planning on selling, does it matter what prices are? |
The Motley Fool
August 25, 2005
Dayana Yochim |
The Down-Payment Dilemma If you can afford to put more than 20% down on a home, should you? |
The Motley Fool
March 9, 2007
Selena Maranjian |
It's Not So Crazy to Rent In certain situations, renting does have its benefits. |
Entrepreneur
August 2003
Mark Henricks |
Owning Up To buy or not to buy? That's the hot-button question if you're renting your business location. |
Financial Planning
August 1, 2013
June Fletcher |
Rent or Buy a Home? More Choose Rental The housing market may be picking up, but many clients have decided to avoid homeownership entirely. |
Registered Rep.
November 1, 2005
Todd K. Ballenger |
Trading Down to a Better Retirement Without preying on your clients' fears, you can use the concern over the real estate bubble to do something that financial advisors should have been doing all along: talk about real estate as part of the comprehensive investment plan. |
The Motley Fool
April 13, 2004
Dayana Yochim |
Who Cares About the Housing Bubble? A swig of Pepto and a small perspective shift are overdue. Is it full speed ahead for the housing market, or are we headed for a crash? How exactly should you play this one? Here is a novel idea: Just don't. |
Financial Advisor
October 2005
Jeffrey Rattiner |
Mining The 1040 Here is a sampling of the types of information that can be found when analyzing a 1040 from a financial planning perspective. |
The Motley Fool
August 15, 2007
Dan Caplinger |
What to Do When Your House Won't Sell Times may be tough for people trying to sell their homes, but that doesn't mean you're doomed to failure. There are things you can do to best handle the struggling real estate market. |
Financial Advisor
March 2010
Caren Chesler |
Real Estate Horror Tales Investors tell how their dreams of making money went from bad to worse when they started renting their properties. |
The Motley Fool
April 30, 2007
Dan Caplinger |
Trump Your Taxes With Real Estate Real-estate tycoons enjoy all sorts of tax benefits, and so can you. Here's how. |
The Motley Fool
August 29, 2011
Morgan Housel |
Where to Rent, Where to Buy Less emotion, more numbers. Since renting can be a substitute to owning, a relationship between rental rates and home prices exists that can't be ignored. |
AskMen.com
Terence Channon |
Buying vs. Building It's time you owned a home and made that American dream your reality. But is it better to buy or build? Consider these pros and cons for either choice. |
The Motley Fool
December 14, 2011
Morgan Housel |
Who Really Caused the Housing Bubble The second-home boom. |
National Real Estate Investor
January 1, 2006
Charles Krawitz |
Investment Outlook Grows Brighter For Apartments With rising interest rates, tepid job growth and stagnant wages, residential real estate has come under pressure. The answer for savvy real estate investors may lie in the multifamily market. |
Financial Planning
October 1, 2011
Matthew F. Erskine |
To Collect and Protect The owners thought estate planning wouldn't take much. With unique assets, things aren't always so straightforward. Owners of such assets - such as family businesses, legacy real estate and valuable art, coin and other collections - need to consider specialized risk management. |
AskMen.com
June 11, 2001
Luis Rodrigues |
Make Money With Real-Estate Investing Investing in real estate wisely can garner lots of money, so if you're just getting started, or have considered investing in real estate, the information that follows is invaluable... |
Entrepreneur
July 2007
Farnoosh Torabi |
Home, Second Home Purchasing another home has its perks. To make the most of them, get the facts before you buy. |
Financial Planning
May 1, 2013
Scott Wenger |
Editor's Note: Real Estate Returns As the housing market rebounds, advisors face new challenges - and many new opportunities |
AskMen.com
November 11, 2003
Edward Chalmers |
Where Should Your Money Be Going? If you always seem to be short on cash, find out if you're allocating too much money in one sector of your life. |
BusinessWeek
August 15, 2005
Peter Coy |
Steering Clear Of Bubble Trouble In a relentlessly inscrutable housing market, there are ways to minimize risk. |
The Motley Fool
June 22, 2007
Dan Caplinger |
Is Renting the Smart Move Now? In a troubled housing market, is staying on the sidelines wise? |
The Motley Fool
June 3, 2004
Selena Maranjian |
Are Condos Risky? Looking to buy a condominium? Beware of fees, rules, rowdy renters, and condo price volatility. |
AskMen.com
Sean Hewitt |
How to Get the Best Benefits Many factors can affect the value of a job offer, and benefits are often at the top of the list. So how do you know if the benefits you are being offered are any good? Here's a review of which benefits are most important and what you're entitled to receive. |
The Motley Fool
August 9, 2005
Dayana Yochim |
Don't Sell Your Home Wanna make a killing in real estate? Stay right where you are. |
Financial Advisor
March 2011
Deborah L. Jacobs |
Making The Move Now may be the time for some clients to shift a costly home to their children. |
The Motley Fool
March 2, 2006
Selena Maranjian |
Homeowners 73, Renters 2 There may be more benefits to owning your home than you thought. David Bach, author of The Automatic Millionaire Homeowner, recently weighed in with some more advantages of owning. |
AskMen.com
Michael Estrin |
Preparing For Big-Ticket Expenses General tips on budgeting for large purchases plus specific tips on buying real estate, cars, appliances and travel. |
The Motley Fool
March 9, 2007
Rick Aristotle Munarriz |
Disney Comes Home Is Disney eager to get back into residential real estate? CEO Bob Iger hinted at that possibility during this week's presentation at the Bear Stearns 20th Annual Media Conference. Investors, take note. |
