RETIREMENTGUY

The decision to retire often comes with a lot of angst (at least it did for me). Will I enjoy more free time or be bored? Will I miss my...

Look no further. All your 2022 annual numbers for tax, savings, medicare, etc are included in one page.

An ugly start to 2022 has forced investors to reckon with the dreaded "C" word. That's right: One of the three major indexes is...

The coronavirus pandemic has put a lot into perspective for many of us. While no one’s quarantine experience was the same, one thing we...

Right now, inflation is top of mind for everyone, perhaps especially retirees. Inflation is important. But it is only one of the risks...

My husband both born in 1953. My husband will work until he turns 70 and I retired at 66. We have not filed for Social Security benefits...

This is a story about dreams and money. After all, financial planning starts with one personal question: What is your vision of an ideal...

The cost of living rises every year, which makes paying for basic expenses more difficult. Long-term care (LTC) premiums are increasing,...

The COVID-19 pandemic upended the way people live their lives. From mask mandates and stay-at-home orders to vaccines and protective...

You’ve likely seen the “same old” New Year’s resolutions pop up from year to year for pre-retirees and retirees: save more, spend less,...

We've all heard someone say it: they've decided to keep working beyond retirement age to "keep their mind sharp." Now, that widely held...

Grandparents looking to contribute funds to cover their grandchild's college costs often turn to a 529 plan, a type of account that...

With a new president and uncertainty still swirling around COVID-19 and its long-term effects, state legislatures have been very busy to...

1. Using the 25x rule Andrew Latham, managing editor at SuperMoney, said his favorite method for calculating retirement money is the 25x...

Investors who hit their retirement savings goal ahead of schedule may be wise to reduce their exposure to stocks in favor of safer...

As the year comes to an end, it's important to start planning your 2021 taxes to reduce your obligations wherever possible. Thinking...

I'm 65 and my husband is 60. We're trying to plan for retirement. My husband isn't working and doesn't have a retirement account. I'd...

For new retirees, it's more important than ever to take full advantage of every tax break available. That's especially true if you're on...