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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


Smart Money Podcast: Holiday Shopping Trends and Self-Employed Retirement Options
You’ve probably heard that holiday shopping this year is going to be a little unusual. The findings from NerdWallet’s 2021 Holiday...

RetirementGuy
Nov 17, 20211 min read


The 7 Deadly Sins of Behavioral Finance
(Common Biases that Investors Face) Behavioral finance biases….where do I begin? Is this really an article about potential pitfalls that...

RetirementGuy
Aug 26, 20211 min read


Upgrade Your Mindset Around Retirement
I want to outlaw the word ‘retirement’ from the vocabulary. Basta! To upgrade our mindset around the concept of retirement. Why? Because...

RetirementGuy
Aug 19, 20211 min read


How to Protect Your Social Security Number
There are several organizations that require your Social Security number, including your employer, the IRS, and financial institutions....

RetirementGuy
Aug 12, 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...

RetirementGuy
Aug 5, 20211 min read


12 Best Personal Finance Courses
If you want to learn how to make smart financial decisions, save more and eliminate debt, you're in luck. Today, there are plenty of...

RetirementGuy
Jul 1, 20211 min read


How to Save Money for Your Kids
Starting a family almost always means parents will need to make adjustments to their finances. From buying birthday presents to paying...

RetirementGuy
May 6, 20211 min read


10 Money Mistakes to Avoid in Your 20s
Your 20s are filled with milestones and life-changing experiences. It’s a time when the things you learn start to become habits and when...

RetirementGuy
Apr 15, 20211 min read


Protecting Yourself from the Next Bernie Madoff
Bernie Madoff, mastermind of the biggest investment fraud in history after he defrauded more than 40,000 people of over $65 billion, died...

RetirementGuy
Apr 15, 20213 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...

RetirementGuy
Mar 19, 20211 min read


Beware Scams at Tax Time
Here’s what to know and how to protect yourself. Identity thieves often swipe your bank or credit card account numbers, birth date...

RetirementGuy
Mar 11, 20212 min read


Beware Scams at Tax Time
Here’s what to know and how to protect yourself. Identity thieves often swipe your bank or credit card account numbers, birth date...

RetirementGuy
Mar 4, 20212 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...

RetirementGuy
Feb 25, 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...

RetirementGuy
Feb 18, 20213 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...

RetirementGuy
Feb 10, 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...

RetirementGuy
Jan 28, 20211 min read


Prepare for a First Financial Advisor Meeting
THE FIRST MEETING WITH a financial advisor is pivotal. It will not only help set the stage for your professional relationship, but also...

RetirementGuy
Dec 17, 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...

RetirementGuy
Nov 5, 20201 min read
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