RetirementGuy4 days ago1 min7 Strategies To Generate Sufficient Cash Flow In RetirementThe question I receive most from soon-to-be retirees is “where should I invest my money to generate sufficient income in retirement?” The...
RetirementGuyOct 81 minLump Sum vs. Annuity: Which Should YouTake?If you’re lucky enough to win the lottery or have a pension plan, you may need to decide whether you want to take your earnings in a lump...
RetirementGuyOct 71 min7 Important Questions a Financial Plan Can Help You AnswerOctober is the month for fall colors, a chill in the air, Halloween—and financial planning. Yes, October is National Financial Planning M...
RetirementGuyOct 12 minWondering Whether You Missed the Recovery? Why long-term investing success is about time in the market, not timing It is only natural that investors would want to find some way to ...
RetirementGuySep 241 minRetirement Planning Mistakes to Avoid During CoronavirusStay away from these missteps to ensure your long-term finances are on track during the pandemic. WITH COVID-19 disrupting everything fro...
RetirementGuySep 171 minQ&A: Diversification and Portfolio Risk MitigationDIVERSIFICATION USED TO be simpler: To decrease the volatility risk inherent in stocks, you added bonds to a portfolio, mitigating swings...
RetirementGuySep 114 minShould Equity Investors Worry About September? September has historically been the worst month of the year for investors So much for the notion of “Sell in May and Go Away.” If you sub...
RetirementGuyAug 273 minEight suggestions on your way to establishing true financial wellness Eight suggestions on your way to establishing true financial wellness August is National Wellness Month, an entire month where we can foc...
RetirementGuyAug 201 minHow to Get Preapproved for a MortgageWITH MORTGAGE preapproval, a lender checks your credit and evaluates details about your income, debts and assets using documents includin...
RetirementGuyAug 73 minFive graphs that show how uncertain markets are about the coronavirus recoveryFinancial markets can tell us a lot about the economic recovery ahead, based on their direction of travel and how confident investors fee...
RetirementGuyAug 71 min8 Ways to Keep Investing During a RecessionRecessions can make investors nervous, and you may be wondering whether your portfolio needs some tweaking. While it may be tempting to a...
RetirementGuyJul 303 minPutting the Worst GDP Drop Ever in PerspectiveShould we cheer if third-quarter 2020 GDP numbers are the best in history? Remember back in late May when the Commerce Department reporte...
RetirementGuyJul 231 minRoth IRA Conversions Are Surging. Here’s Why This Savings Strategy Is So Popular Right NowWhen the coronavirus sent stocks tumbling in March, it was a perfect time to convert a traditional retirement account into a Roth. But if...
RetirementGuyJul 232 minTop 10 Places for Millennials to Buy a House COVID-19 is likely altering what locations are more desirable for all of us In most areas around the country, spring is usually the most ...
RetirementGuyJul 163 min"Bonding" With Your PortfolioNearly all investors realize the importance of diversification to the investment process. Many may not be as familiar with the importance...
RetirementGuyJun 183 minFinancial Planning is All About Your Future SelfHow do you encourage yourself to do something that you swear today you’re going to do? Easy: Send yourself an email today for delivery to...
RetirementGuyJun 111 minAn Investor's Manifesto: 20 Guiding principles for Investment SuccessKiplinger.com [From Bob's Library] Knight Kiplinger is the editor-in-chief and a columnist for Kiplinger’s Personal Finance, one of the “...
RetirementGuyMay 291 min3 Reasons Investors Shouldn't Leave the Old 401(k) Behind[Taken from the Library of Bob] US News & World Report By Kristin McFarlandNov. 9, 2018 Most investors don't realize the drawbacks of ign...
RetirementGuyMay 74 minRisk: A Story of Two BrothersOne of the most overused words in the investment management space is "risk tolerance". It is almost purported that those who clearly know...
RetirementGuyMay 42 minRisks of Trying to Time the Market during Covid-19Success is achieved by time in the market, not in trying to time the market For the past two months, the market declines and market ralli...
