ADVENTURES, CHALLENGES, AND INSIGHTS OF A COUPLE IN EARLY RETIREMENT
Today we describe a way you can help others by gifting appreciated stock. You may want or need to help support someone with a low income (parents or children). Gifting appreciated stock could allow you to help others without paying tax on the gain.
Roving retirement has its ups and downs. The next few weeks will challenge our ability to recover from surgery in a timeshare and basically make the best of an unfortunate situation.
As our loved one’s age, we want to be able to ensure their needs are met, including managing their finances when they can’t. A common misconception is that a Power of Attorney or having their assets in a trust will solve all problems.
In order for our roving retirement to work, we have to rove. As we all know, roving isn’t quite as easy now as it has been in the past. But it just isn’t practical for us to stay in the Bay Area for any stretch of time.
Since we became homeless and started our roving retirement, we have gotten into a mindset of moving around periodically. Now it seems to have become a compulsion because I get often antsy when we stay in one place for more than three weeks.
