RETIREMENTGUY

Inflation has been a hot topic for months and likely will be well into 2022. Its impact is immense; with inflation at its highest level...

You work hard for decades and save diligently for retirement, but unfortunately, you can’t retire from paying taxes. An important part of...

When it comes to investment portfolios, retirees have a much different set of objectives, risk tolerances and time horizons compared to...

Check out this free tool that estimates the current economic output of the United States. This is one resource I use when talking to...

Check-ups are a part of life, from your physical check-ups at the doctor, to your dental check-ups at the dentist – even your car gets a...

WealthManagement.com recently asked readers to nominate the investment book that most helped them in their investing careers. We...

For many Americans, saving for retirement is an intimidating challenge. While there are many options available, one worth considering is...

I often hear people discuss “good investment returns.” What is a “good” return? Does that simply mean a return that is not negative? But...

Often, the decision to take a pension annuity option over an available lump sum option rests on which option provides the greatest...

Accepting volatility when investing is essential for an investor's long-term success. We all know recessions are a part of the normal...

You’ve heard about dollar-cost averaging (DCA), also known as the constant dollar plan. Now, let’s dive into enhanced dollar cost...

The global pandemic, war in Ukraine and other world events have contributed to wild swings in the stock market. Retirement savers have...

Look no further. All your 2022 annual numbers for tax, savings, medicare, etc are included in one page.

An ugly start to 2022 has forced investors to reckon with the dreaded "C" word. That's right: One of the three major indexes is...

The coronavirus pandemic has put a lot into perspective for many of us. While no one’s quarantine experience was the same, one thing we...

Right now, inflation is top of mind for everyone, perhaps especially retirees. Inflation is important. But it is only one of the risks...

The cost of living rises every year, which makes paying for basic expenses more difficult. Long-term care (LTC) premiums are increasing,...

The COVID-19 pandemic upended the way people live their lives. From mask mandates and stay-at-home orders to vaccines and protective...

Your employer doesn’t want to be in the pension business. It’s too expensive. Low interest rates force employers to beef up their pension...

With property values at record highs and homeownership out of reach for millions of people, it’s a great time to be a landlord. However,...