RETIREMENTGUY

Thinking of taking your muddled finances to a financial adviser for some professional assistance? Many advisers offer prospective clients...

The question I receive most from soon-to-be retirees is “where should I invest my money to generate sufficient income in retirement?” The...

Getting (and remaining on) the path to achieving financial wellness and your dream retirement relies much on knowing which questions to a...

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...

The majority of Americans say they want to retire by age 67 at the latest. Yet when it comes to planning for retirement, picking a specif...

October is the month for fall colors, a chill in the air, Halloween—and financial planning. Yes, October is National Financial Planning M...

Retirement is something many of us look forward to for decades. But as it draws closer, those feelings of excitement may be replaced by s...

Do you sometimes think about what your life will be like when you retire? Most people imagine living independently in comfortable and saf...

DIVERSIFICATION USED TO be simpler: To decrease the volatility risk inherent in stocks, you added bonds to a portfolio, mitigating swings...

Getting old is hard. Your parents’ ability to manage their own finances may decline as they age. Helping them with money matters is a sen...

IF YOU’VE PAID OFF YOUR mortgage or most of it, the home you live in could become a retirement asset. Part of the property’s value might ...

Sometimes in life things don't work out as planned. One of the most trying examples of this is when a couple decides they can't make thei...

For most Americans, deciding when to claim Social Security retirement benefits will be one of the biggest financial decisions they ever m...

Eight suggestions on your way to establishing true financial wellness August is National Wellness Month, an entire month where we can foc...

Many retirement plans, including those from big retirement investment firms, begin and end with money – how much you should save, how you...

The latest retirement book I’ve read is How to Retire Happy, Wild, and Free: Retirement Wisdom That You Won’t Get from Your Financial Adv...

There is a script to life that most of us have internalized, whether consciously or not. It’s in many of the most beloved fictional stori...

Do you sometimes think about what your life will be like when you retire? Most people imagine living independently in comfortable and saf...

Older Americans are burdened with unprecedented debt loads as more and more baby boomers enter what are meant to be their retirement year...

Few aspiring retirees have enough saved to buy a retirement home in Aspen, Colorado, or Jackson, Wyoming. But if you're willing to look b...