RETIREMENTGUY

Many Americans dream of retirement as a time when they can stop working, travel the world, spend time with loved ones and pursue their...

Most of the financial articles you read are about the importance of saving for retirement. Saving is important, but it generally isn’t...

The Inflation Reduction Act is keeping drug plan sponsors, pharmacies, Medicare educators and anyone who works with Medicare drug plans...

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...

If you prefer hiking the Appalachian Mountains over lounging on coastal beaches, this year’s least-expensive state to retire may be a...

One of my favorite reads this year has been Michael Easter's Scarcity Brain . In chapter four, "Why We Crave More,” he describes how...

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...

Once, the tale goes, American workers relied upon a three-legged stool for their retirement income: 1) Social Security, 2) pensions, and...

Investors might be forgiven for not being aware of all of the provisions Congress put into the landmark retirement law it passed more...

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...

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?...

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...

One of the most common questions in investing is regarding the right asset allocation. The answer truly depends on your needs, risk...

The American workforce is aging. According to data from the US Bureau of Labor Statistics, the median age of the American labor force was...

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 It may be outdated, formal or informal, producing good results or not.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...

Anyone who puts even minimal elbow grease into retirement planning is well aware of “the number,” the anxiety-producing seven-figure sum...

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...

As the mother of six kids, one of whom had special needs, my mom was organized, to say the least. She carefully calibrated her schedule...

As you near retirement, tax strategies become increasingly important not only in your day to day life but also on your investments. An...

Retirement income guardrails—strategies that predetermine when spending retirement adjustments would be made and the spending adjustments...