New Rules for Rollover Retirement Accounts Are Coming Friday
Later this week, advisors handling retirement portfolios will face new requirements to ensure that the advice they are providing is in...
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RetirementGuy
- Jan 27
- 1 min
2022 Annual Numbers 1-pager
Look no further. All your 2022 annual numbers for tax, savings, medicare, etc are included in one page.
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RetirementGuy
- Aug 5, 2021
- 1 min
Retired and returning to work: How the extra income could collide with other financial consideration
Sometimes, older Americans discover that retirement just isn't a good fit. Whether due to needing more income or wanting personal...
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RetirementGuy
- Jul 29, 2021
- 3 min
How Long Before the Fed Changes Its Course?
Quantitative easing and short-term rates near zero could be ending soon Federal Reserve Chair Jerome Powell seems to have capitulated on...
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RetirementGuy
- Mar 19, 2021
- 1 min
How to Create a Retirement Budget
MANY PEOPLE FEAR running out of money in retirement. Creating a retirement budget can help you make sure this doesn't happen. A...
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RetirementGuy
- Mar 11, 2021
- 3 min
That $1.9 Trillion Stimulus Might Cause Inflation
Watch the 10-year and oil because inflation eats away at retirement income The current job market landscape is a warning sign of how...
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RetirementGuy
- Feb 25, 2021
- 3 min
Improving Your Financial Health is Not Very Hard
“Keep it Simple, Stupid” is a great approach to organizing your finances Some folks think financial planning is very difficult. While...
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RetirementGuy
- Feb 18, 2021
- 3 min
Composing Your Financial Symphony
Any classical music composer will tell you that creating a symphony requires a delicate balance of sounds, melodies, and harmonies. Each...
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RetirementGuy
- Feb 10, 2021
- 1 min
Rules of Engagement: How to NOT Fight with Your Fiancé About Money
Dear Carrie, My boyfriend and I just got engaged. While we agree on most things, we seem to have a lot of differences when it comes to...
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RetirementGuy
- Jan 28, 2021
- 1 min
America’s Best And Worst Banks 2021
For America’s biggest banks, the past twelve months have been one of the biggest tests of their resilience in history. The Coronavirus...
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RetirementGuy
- Nov 19, 2020
- 1 min
4 Signs You're On Track for Early Retirement
If you're eager to quit working as soon as possible, you'll need to make sure you have all your ducks in a row when it comes time to...
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RetirementGuy
- Nov 5, 2020
- 1 min
7 Tips for Long-Term Investing
Investing is a long game. Whether you want to invest for retirement or grow your savings, it’s best when you put money to work in markets...
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RetirementGuy
- Nov 5, 2020
- 1 min
The Implications of Carrying Higher Housing Debt into Retirement
The financial profile of the typical American household entering its retirement years today is quite different than in generations past....
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RetirementGuy
- Aug 20, 2020
- 1 min
How to Get Preapproved for a Mortgage
WITH MORTGAGE preapproval, a lender checks your credit and evaluates details about your income, debts and assets using documents...
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RetirementGuy
- Aug 13, 2020
- 1 min
People Over 50 Carrying More Debt than in the Past
Older Americans are burdened with unprecedented debt loads as more and more baby boomers enter what are meant to be their retirement...
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RetirementGuy
- Jul 16, 2020
- 1 min
7 Dangers that Could Derail Your Retirement
From inflation to health care costs and a lack of adequate savings, potential retirees have a lot of problems to tackle. But there are...
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RetirementGuy
- Jun 24, 2020
- 2 min
IRS Offers Relief to Retirement Plan Participants
New guidelines for retirement loans and distributions due to COVID-19 On June 19, 2020, the Internal Revenue Service announced new...
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RetirementGuy
- May 21, 2020
- 7 min
12 Ways to Go Broke In Retirement
Retirement is a major milestone that brings many life changes. One thing that doesn't change for most people: the fear of running out of...
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RetirementGuy
- May 12, 2020
- 1 min
CRDs - Distributions from Retirement Accounts due to Covid-19
Need additional financial support due to COVID-19? As a last resort, consider a CRD (Corona Virus Related Distribution) from your IRA or...
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