RETIREMENTGUY

You’ve probably heard that holiday shopping this year is going to be a little unusual. The findings from NerdWallet’s 2021 Holiday...

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

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

There are several organizations that require your Social Security number, including your employer, the IRS, and financial institutions....

Sometimes, older Americans discover that retirement just isn't a good fit. Whether due to needing more income or wanting personal...

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...

Starting a family almost always means parents will need to make adjustments to their finances. From buying birthday presents to paying...

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...

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

MANY PEOPLE FEAR running out of money in retirement. Creating a retirement budget can help you make sure this doesn't happen. A...

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

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

“Keep it Simple, Stupid” is a great approach to organizing your finances Some folks think financial planning is very difficult. While...

Any classical music composer will tell you that creating a symphony requires a delicate balance of sounds, melodies, and harmonies. Each...

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...

For America’s biggest banks, the past twelve months have been one of the biggest tests of their resilience in history. The Coronavirus...

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

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...

This is a checklist I want to share with you which you can use to help reduce the chances that your identity is not stolen and used...

Behavioral finance is the study of psychological biases that can influence investor behavior and by extension the stock market. "(It) is...