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RetirementGuy
Jul 25, 20241 min read
Retired and still paying a mortgage? You may want to reconsider
Age-old wisdom instructs that a home is a good investment for Americans of any age. But what if you are retired and still paying it off?...
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RetirementGuy
Jun 13, 20241 min read
Tips for Navigating the New FAFSA
It’s not too late to fill out the Free Application for Federal Student Aid—not even for the school year that is just ending. The official...
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RetirementGuy
Nov 3, 20231 min read
Mastering Debt Management in Estate Planning
Amidst the financial strain since the Covid-19 pandemic, families and businesses are grappling with mounting levels of debt. When...
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RetirementGuy
Sep 28, 20231 min read
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
Jun 1, 20231 min read
House passes debt ceiling bill
The House’s passage of a debt limit deal Wednesday night marks the end of a pivotal chapter for the new House GOP majority, putting...
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RetirementGuy
Oct 20, 20221 min read
You Can Apply Now for Biden’s Student Loan Debt Forgiveness
President Biden on Monday announced the official launch of the student loan forgiveness application for 2022 after millions of borrowers...
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RetirementGuy
Jun 30, 20221 min read
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, 20221 min read
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, 20211 min read
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...
96 views0 comments
RetirementGuy
Jul 29, 20213 min read
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, 20211 min read
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, 20213 min read
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, 20213 min read
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, 20213 min read
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, 20211 min read
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, 20211 min read
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, 20201 min read
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, 20201 min read
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...
111 views0 comments
RetirementGuy
Nov 5, 20201 min read
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, 20201 min read
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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