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Financial planning for children with autism: A guide to ABLE accounts, special needs trusts, and more
With 6 million adults living with autism in the US and up to 100,000 individuals aging out of children's services annually, financial...

RetirementGuy
Aug 281 min read


Eight Reasons Why Your Home Insurance Costs Are Surging
It's no secret that home insurance costs are rising, in large part due to increased claims from floods or other natural disasters,...

RetirementGuy
Feb 61 min read
How To Save For Major Purchases In 2025 In Today’s Rate Environment
Saving for big dreams—a house, car or wedding—doesn’t mean surviving on ramen, but it does take thoughtful planning. Inflation is driving...

RetirementGuy
Dec 12, 20241 min read


12 Essential Tips Every Beginner Should Know About Investing
Investing can be both exciting and daunting, especially for newcomers who face a myriad of choices. To build a successful investment...

RetirementGuy
Nov 14, 20241 min read


How Trusts Can Be Used to Protect LLCs From Creditors
Even though the owner of a limited liability company (LLC) is generally protected from a lawsuit originating from inside of an LLC — the...

RetirementGuy
Nov 14, 20241 min read
5 Financial Tips for Newlyweds
A few months before our son’s recent wedding, I sat down with him and his fiancée and talked about (what else?) money. I’ll be doing the...

RetirementGuy
Feb 29, 20241 min read


Six of the Best Budgeting Apps
The popular budgeting app Mint is shutting down, leaving about 3.6 million customers in search of another way to track their spending....

RetirementGuy
Feb 1, 20241 min read


6 Ways To Begin Your Retirement Planning In Your 20s
When you’re in your 20s, retirement seems like a lifetime away. But life happens fast. If you want to enjoy your golden years, you’ll...

RetirementGuy
Jun 1, 20231 min read


Joint Account With Rights of Survivorship and Alternatives Explained
The goal for most parents when they ask about this is to give their children access to their money during an emergency. It seems like it...

RetirementGuy
Apr 6, 20231 min read


Best Credit Cards for Bad Credit of April 2023
If your credit score is in the doldrums, you won’t qualify for a lot of standard credit cards–especially the best rewards credit cards....

RetirementGuy
Apr 6, 20231 min read


6 Questions Your Financial Adviser Should be Asking
Unless your adviser has a complete picture of your current financial situation and really understands your goals (and challenges) moving...

RetirementGuy
Jan 26, 20231 min read


The science behind money and emotion
How to make better financial decisions Have you ever gotten emotional about money? Even the most successful, rational investors sometimes...

RetirementGuy
Nov 10, 20221 min read


How Some Traders Double-Up On Retirement Plan Contributions
Traders are pros at investing, and they understand the power of tax-free compounding while saving for retirement. However, wages are...

RetirementGuy
Sep 22, 20221 min read


50 Tips To Help You Retire by Age 50
f you’re planning to retire by 50, congratulations are in order. However, before you reach that celebratory milestone, you have a lot to...

RetirementGuy
Aug 11, 20221 min read


Great Deals on Family Friendly Trips
The pandemic took a toll on family gatherings. Vacations with grandparents and extended family were canceled or put on hold until health...

RetirementGuy
Aug 4, 20221 min read


In What Order Should You Tap Your Retirement Funds?
You work hard for decades and save diligently for retirement, but unfortunately, you can’t retire from paying taxes. An important part of...

RetirementGuy
Jun 30, 20221 min read


Poll: 15 Classic Books on Investing and the Markets
WealthManagement.com recently asked readers to nominate the investment book that most helped them in their investing careers. We...

RetirementGuy
May 19, 20221 min read


5 Fun Ways To Teach Your Kids (and Grandkids) About Money
Teaching kids about money can set them up to have a solid financial future. But most of that teaching needs to start at home. Experts...

RetirementGuy
Apr 21, 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.

RetirementGuy
Jan 27, 20221 min read


Why COVID-19 Is Changing the Way We View Money
The COVID-19 pandemic upended the way people live their lives. From mask mandates and stay-at-home orders to vaccines and protective...

RetirementGuy
Jan 6, 20221 min read
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