Two Big Blind Spots Wealthy People Have About Retirement
Retirement is about so much more than money. If wealth were enough, affluent people would have no issues transitioning into their...
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RetirementGuy
Nov 3, 20231 min
Mastering Debt Management in Estate Planning
Amidst the financial strain since the Covid-19 pandemic, families and businesses are grappling with mounting levels of debt. When...
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RetirementGuy
Nov 3, 20231 min
15 States That Don't Tax Pension Income
Are pensions taxed? Most states tax at least a portion of the income from many types of retirement benefit plans. Your state might have a...
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RetirementGuy
Oct 19, 20231 min
The U.S. retirement system recently earned a C+ — here’s how to give your retirement savings an A
A new study of retirement systems around the world found that the U.S. system is under pressure. But, that doesn’t mean that you can’t...
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RetirementGuy
Oct 19, 20231 min
The Bucket Investor’s Guide to Setting Retirement Asset Allocation
Off-the-shelf asset-allocation guidance doesn’t vary significantly for people who are still accumulating assets for retirement. Sure,...
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RetirementGuy
Oct 12, 20231 min
How to Get More Retirement Income From Your 401(k)
One might yearn for the days of company pensions, but we live in the era of the 401(k) and similar plans, so we might as well take full...
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RetirementGuy
Oct 12, 20231 min
How much do you REALLY need to retire? See the fascinating map
Senior citizens looking to relocate may want to steer clear of Hawaii as it ranks as the most expensive state to retire to, figures show....
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RetirementGuy
Oct 5, 20231 min
Rent Or Own? Which Is The Best Housing Choice In Retirement?
As you near retirement, you may wonder: Should I rent or own? Which is the best financial decision? With today's home prices soaring and...
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RetirementGuy
Sep 28, 20231 min
Totally Unprepared! Don’t Let This Be You And Your Aging Parents
Today is World Alzheimer’s Day, a global effort to raise awareness and challenge the stigma around Alzheimer's disease. We read about it,...
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RetirementGuy
Sep 28, 20231 min
What Will a Government Shutdown Do?
The increasing likelihood of a government shutdown is spotlighting several federal agencies. But the IRS has been in the news lately,...
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RetirementGuy
Sep 21, 20231 min
Four Threats to the Distribution Phase of Retirement
When discussing the difference between the accumulation and distribution phases of retirement, the classic metaphor used by financial...
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RetirementGuy
Sep 14, 20231 min
Retiring soon? Why Des Moines might be the best spot for you to settle
When you think retirement haven, Florida or a warm, southern state probably comes to mind. But, why not Iowa? Less than two months ago,...
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RetirementGuy
Sep 14, 20231 min
The Problem With 401(k) Catch-Up Contributions for 2024
Under SECURE 2.0, if you are at least 50 years old and earned $145,000 or more in the previous year, you can make catch-up contributions...
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RetirementGuy
Sep 7, 20231 min
Think of Retirement as the Goal, Not the Vision
The idea of having a vision is often emphasized in the corporate world, with professional vision statements and self-development work...
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RetirementGuy
Sep 7, 20231 min
How To Balance Your Lifestyle and a Safe Withdrawal Rate in Retirement
Lifestyle considerations are the next key takeaway as we think about the conclusions that we can use to inform starting safe withdrawal...
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RetirementGuy
Aug 28, 20231 min
How to Help Your Children Buy a Home
If you want to help your children buy a home there are a number of ways to go about it, ranging from family loans to outright gifts....
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RetirementGuy
Aug 24, 20231 min
First Year of Retirement: 7 Money Mistakes You Absolutely Shouldn’t Make
You’re finally ready to enjoy your golden years. After working hard for decades, you recently retired, and you’re trying to navigate your...
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RetirementGuy
Aug 24, 20231 min
How To Balance Your Lifestyle and a Safe Withdrawal Rate in Retirement
Lifestyle considerations are the next key takeaway as we think about the conclusions that we can use to inform starting safe withdrawal...
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RetirementGuy
Aug 10, 20231 min
Free Goal & Retirement Calculator
Check this out if you want a free tool that provides goal and retirement planning. https://www.nerdwallet.com/calculator/retirement-calcu...
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RetirementGuy
Aug 10, 20231 min
Why Retirees Need a Balanced Portfolio
The problem with that all-equity portfolio is that if you hit it exactly wrong, and you picked a terrible time to retire with that...
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