Five Ways to Lower Your Risk in Retirement
It would be nice if there was an investment that could offer retirees growth potential, principal protection and complete liquidity....
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RetirementGuy
- 7 hours ago
- 1 min
This Is How Much Social Security’s Financial Hole Could Cost Retirees a Year
A typical dual-income couple would lose $16,500 a year in benefits if the Social Security trust fund runs dry, a new report finds. The...
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RetirementGuy
- Aug 29
- 1 min
What Is Infinite Banking and How To Start Being Your Own Bank (2024 Guide)
Infinite banking is the practice of overfunding a permanent life insurance policy so you can borrow against its cash value. It’s an...
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RetirementGuy
- Aug 29
- 1 min
The 5 Biggest Retirement Fears for Middle-Class Workers
Many Americans dream of retirement as a time when they can stop working, travel the world, spend time with loved ones and pursue their...
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RetirementGuy
- Aug 29
- 1 min
These Six Essential Items Belong On Your Retirement Planning Checklist
Most of the financial articles you read are about the importance of saving for retirement. Saving is important, but it generally isn’t...
114 views0 comments
RetirementGuy
- Aug 22
- 1 min
Prepare For Medicare’s First ‘Installment Payment Plan’: The Part D MPPP
The Inflation Reduction Act is keeping drug plan sponsors, pharmacies, Medicare educators and anyone who works with Medicare drug plans...
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RetirementGuy
- Aug 22
- 1 min
8 Great Places for Snowbirds to Land
If you’re not ready to move in retirement but are weary of shoveling snow in the winter, renting or buying a home in a warm-weather state...
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RetirementGuy
- Aug 15
- 1 min
The 10 most affordable U.S. states for retirement in 2024: Half are in the South
If you prefer hiking the Appalachian Mountains over lounging on coastal beaches, this year’s least-expensive state to retire may be a...
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RetirementGuy
- Aug 8
- 1 min
Stop Doing These Things In Retirement Planning
One of my favorite reads this year has been Michael Easter's Scarcity Brain . In chapter four, "Why We Crave More,” he describes how...
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RetirementGuy
- Aug 8
- 1 min
Retirees Will Pay Twice as Much as They Think for Healthcare: Fidelity
The average 65-year-old retiree can expect to spend $165,000 on healthcare in retirement. That is more than twice the $75,000 that the...
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RetirementGuy
- Jul 31
- 1 min
The ‘Three-Legged Stool’ of Retirement Is Missing a Leg
Once, the tale goes, American workers relied upon a three-legged stool for their retirement income: 1) Social Security, 2) pensions, and...
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RetirementGuy
- Jul 31
- 1 min
Changes in Retirement Savings Rules to Know Before Year’s End
Investors might be forgiven for not being aware of all of the provisions Congress put into the landmark retirement law it passed more...
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RetirementGuy
- Jul 31
- 1 min
The 10 worst states to retire in the U.S.—No. 1 isn’t California or New York
While the best state to retire in the U.S. is also one of the smallest in the country, the worst state to retire is the largest. Alaska...
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RetirementGuy
- Jul 25
- 1 min
Retired and still paying a mortgage? You may want to reconsider
Age-old wisdom instructs that a home is a good investment for Americans of any age. But what if you are retired and still paying it off?...
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RetirementGuy
- Jul 25
- 1 min
Do These 5 Psychological Tasks Before Retiring
How do you know it’s time to say, “I am retiring”? Most people don’t get to choose, but for those who do, it may be one of the most...
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RetirementGuy
- Jul 11
- 1 min
Asset Allocation For Retirement: Understanding Stocks And Bonds
One of the most common questions in investing is regarding the right asset allocation. The answer truly depends on your needs, risk...
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RetirementGuy
- Jul 11
- 1 min
How do you know it’s time to retire?
The American workforce is aging. According to data from the US Bureau of Labor Statistics, the median age of the American labor force was...
87 views0 comments
RetirementGuy
- Jun 27
- 1 min
Things Change: Is It Time to Update Your Retirement Plan?
Unless you have done zero work on retirement, you have a plan. It may be outdated, formal or informal, producing good results or not. But...
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RetirementGuy
- Jun 13
- 1 min
That retirement calculator is lying to you and your clients
Anyone who puts even minimal elbow grease into retirement planning is well aware of “the number,” the anxiety-producing seven-figure sum...
107 views0 comments
RetirementGuy
- Jun 13
- 1 min
Stop Doing These Things In Retirement Planning
One of my favorite reads this year has been Michael Easter's Scarcity Brain. In chapter four, "Why We Crave More,” he describes how we’re...
129 views0 comments
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