RETIREMENTGUY

Retirement is often imagined as a carefree phase of life , filled with relaxation, hobbies, and quality time with loved ones. But for...

Any annuity definition should recognize that complexity and consumer confusion have hampered these financial products. Although they may...

Roth IRAs (individual retirement accounts) are increasingly popular in legacy planning because of their tax-free benefits on...

Old 401(k)s are a little like the old clothes in the back of your closet. You know you should do something about them—try them on and...

Fires, hurricanes, snowstorms, theft — unfortunately, there’s no shortage of bad things that can happen to your home and its contents....

The IRS has announced the annual inflation adjustments for the year 2025, including tax rate schedules, tax tables and cost-of-living...

Tis’ the season for giving, and your donations can actually give back to you by lowering your tax bill. With a charitable donation , you...

Saving for big dreams—a house, car or wedding—doesn’t mean surviving on ramen, but it does take thoughtful planning. Inflation is driving...

Christine, let’s find out how to be more savvy in 2025 with our investments. Your first tip for the year ahead is to make sure that...

Investing can be both exciting and daunting, especially for newcomers who face a myriad of choices. To build a successful investment...

Even though the owner of a limited liability company (LLC) is generally protected from a lawsuit originating from inside of an LLC — the...

Plenty of pundits and market strategists will be giving their postelection analysis in the coming weeks and months. And market volatility...

On November 7, the Federal Open Market Committee is expected to again lower interest rates after an initial cut on September 18. Markets...

One big question that people often grapple with as they contemplate retirement is whether they’ll have enough, financially and otherwise,...

An estate plan helps designate who will receive your assets in the event of your death. Despite many thinking an estate plan is only for...

The U.S. Bureau of Labor Statistics reported that the consumer price index (CPI) increased by 0.2% on a seasonally adjusted basis in...

It would be nice if there was an investment that could offer retirees growth potential, principal protection and complete liquidity....

A typical dual-income couple would lose $16,500 a year in benefits if the Social Security trust fund runs dry, a new report finds. The...