Totally Unprepared! Don’t Let This Be You And Your Aging Parents
Today is World Alzheimer’s Day, a global effort to raise awareness and challenge the stigma around Alzheimer's disease. We read about it,...
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RetirementGuy
- 6 days ago
- 1 min
5 Financial To-Dos for Investors in Q4 2023
Susan Dziubinski: Hi, I’m Susan Dziubinski with Morningstar. We’re entering the fourth quarter, and that means the clock is ticking on...
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RetirementGuy
- 6 days ago
- 1 min
What Will a Government Shutdown Do?
The increasing likelihood of a government shutdown is spotlighting several federal agencies. But the IRS has been in the news lately,...
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RetirementGuy
- Sep 21
- 1 min
The Best Places To Retire In The South
While you can count on us to identify charming towns and vibrant cities across the region, that’s just half of the equation. To help you...
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RetirementGuy
- Sep 21
- 1 min
Four Threats to the Distribution Phase of Retirement
When discussing the difference between the accumulation and distribution phases of retirement, the classic metaphor used by financial...
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RetirementGuy
- Sep 21
- 1 min
Downside protection in your investment account
Are you looking to protect your portfolio from some downside risk but want to avoid an annuity or going all to cash? Have you heard of...
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RetirementGuy
- Sep 14
- 1 min
Annuities Have an Awareness Problem: Why That Matters
In the 1934 comedy classic It’s a Gift, W.C. Fields’ character encounters an aggressive, slick-talking annuities salesman in an indelible...
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RetirementGuy
- Sep 14
- 1 min
Retiring soon? Why Des Moines might be the best spot for you to settle
When you think retirement haven, Florida or a warm, southern state probably comes to mind. But, why not Iowa? Less than two months ago,...
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RetirementGuy
- Sep 14
- 1 min
The Problem With 401(k) Catch-Up Contributions for 2024
Under SECURE 2.0, if you are at least 50 years old and earned $145,000 or more in the previous year, you can make catch-up contributions...
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RetirementGuy
- Sep 7
- 1 min
Think of Retirement as the Goal, Not the Vision
The idea of having a vision is often emphasized in the corporate world, with professional vision statements and self-development work...
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RetirementGuy
- Sep 7
- 1 min
The 10 cheapest U.S. states to retire—Florida doesn’t make the list
Don’t expect to find palm trees in this year’s most affordable state to retire. West Virginia ranks as the least expensive state to...
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RetirementGuy
- Sep 7
- 1 min
How To Balance Your Lifestyle and a Safe Withdrawal Rate in Retirement
Lifestyle considerations are the next key takeaway as we think about the conclusions that we can use to inform starting safe withdrawal...
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RetirementGuy
- Aug 28
- 1 min
Some Annuities Offer Big LTC Benefits Boosts
True Tamplin thinks one annuity feature that agents and advisors should consider talking more about is long-term care benefits boosters....
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RetirementGuy
- Aug 28
- 1 min
Five Buzzing Retirement Hot Spots
Few would refuse a vacation amid unspoiled natural beauty—but total remoteness can lose its luster when it comes to spending one’s entire...
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RetirementGuy
- Aug 28
- 1 min
How to Help Your Children Buy a Home
If you want to help your children buy a home there are a number of ways to go about it, ranging from family loans to outright gifts....
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RetirementGuy
- Aug 24
- 1 min
First Year of Retirement: 7 Money Mistakes You Absolutely Shouldn’t Make
You’re finally ready to enjoy your golden years. After working hard for decades, you recently retired, and you’re trying to navigate your...
173 views0 comments
RetirementGuy
- Aug 24
- 1 min
How To Balance Your Lifestyle and a Safe Withdrawal Rate in Retirement
Lifestyle considerations are the next key takeaway as we think about the conclusions that we can use to inform starting safe withdrawal...
115 views0 comments
RetirementGuy
- Aug 24
- 1 min
Estate Planning Amid Family Estrangement: Limiting the Fallout
It’s an unfortunate reality that estrangement from family members can be relatively common in our society. Cornell University sociologist...
59 views0 comments
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