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Turning Hobbies Into Income: Pros And Cons For Retirees
Retirement is often seen as a time to relax and enjoy the fruits of one's labor. However, for many retirees , it's also an opportunity to...

RetirementGuy
12 hours ago1 min read


Breaking Down The “One Big Beautiful Bill Act”: Impact Of New Laws On Tax Planning
After years of anxiety over the scheduled sunset of the Tax Cuts and Jobs Act (TCJA) at the end of 2025, the widely anticipated...

RetirementGuy
12 hours ago1 min read


The 'First Year of Retirement' Rule
While the first year of retirement generally features fewer keg parties, football tailgates and all-nighters, it shares one unique...

RetirementGuy
12 hours ago1 min read


Understanding Long-Term Care Insurance
A fact of life: Someday you may need long-term care. That means you might need help at home with such basic daily activities as bathing,...

RetirementGuy
7 days ago1 min read


Key Highlights in Trump’s "Big Beautiful Bill" and Their Impact on Your Finances
On July 4, 2025, President Donald Trump signed the "One Big Beautiful Bill Act," a comprehensive tax and spending package that introduces...

RetirementGuy
7 days ago1 min read


Tax Planning for 2025 and Beyond
Hi, and welcome to The Long View . I’m Christine Benz, director of personal finance and retirement planning for Morningstar. Today on the...

RetirementGuy
Jul 31 min read


Retirement Philosophy: It’s Not Just About Accumulation
According to TD Ameritrade, there’s a growing trend of Americans ages 40 to 79 dipping into retirement funds early. But retirement pay is...

RetirementGuy
Jul 31 min read


Navigate The Retirement Danger Zone
The final decade leading up to retirement, and the first decade of retirement itself, form a retirement danger zone, where the size of...

RetirementGuy
Jun 121 min read


Retirement Savings Calculator: How Much Money Will You Have For Retirement?
Planning for retirement takes time and focus to get right. The sooner you start making a retirement plan, the more money you can save and...

RetirementGuy
Jun 121 min read


Indexed Variable Annuities: Navigating The Balance Between Risk And Reward
Navigating the intricate waters of retirement planning is laden with challenges, paramount among which is the looming shadow of sequence...

RetirementGuy
Jun 121 min read


Your Retirement and Sequence of Returns Risk
Introduction Retirement planning is a complex endeavor that requires careful consideration of numerous financial factors to ensure a...

RetirementGuy
Jun 59 min read


“ReFire” Instead Of ‘Just’ Retire: A Framework To Help Clients Plan For Purpose In Retirement
Retirement has long been associated with leisure, relaxation, and winding down from a long career. But as more individuals confront the...

RetirementGuy
Jun 51 min read


Ed Slott: How Roth IRAs Can Help With Estate Planning
You call the Roth IRA the Swiss Army knife of tax planning. I’m wondering if you can talk about what you see as the chief tax advantages....

RetirementGuy
May 291 min read


The 10 cities where retirees receive the highest income
Retirement income can vary drastically across the United States. In some cities, retirees enjoy an average annual income of more than...

RetirementGuy
May 291 min read


The Five Biggest Stealth Costs in Retirement
Workers heading into retirement and those already there typically prioritize income management, which means covering all the bases...

RetirementGuy
May 291 min read


What Is the Optimal Portfolio Rebalancing Strategy?
Portfolio rebalancing is the practice of realigning a portfolio’s allocation to the allocation percentages originally chosen by an...

RetirementGuy
May 151 min read


Best DIY financial planning software of 2025
Financial planning involves the interplay of multiple, often complex variables. Think: current and future savings and expenses, projected...

RetirementGuy
May 151 min read


I'm 60 with $4 Million — Can I Have a Luxury Retirement?
Some might think that having $4 million is enough for a luxury retirement, but with so much economic uncertainty, it makes sense to ask...

RetirementGuy
May 151 min read


How To Avoid Lifestyle Inflation — 10 Actionable Tips And Strategies
Lifestyle inflation occurs when your expenses increase as you earn more income. It can start subtly—dining at pricier restaurants,...

RetirementGuy
May 81 min read


How To Plan Your Retirement For A Life Of Travel
Retirement often feels like the light at the end of the tunnel — a time to relax, enjoy life, and finally pursue the dreams that were put...

RetirementGuy
Feb 61 min read
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