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Risk in Retirement: What’s the Right Level for You?
We often hear people say that they are good as long as things just keep on moving up and to the right. If only that were the reality. Of...

RetirementGuy
May 2, 20241 min read


New Report Reveals Ever Increasing Risk Of Elder Financial Fraud
The subject of financial exploitation of elders in our country has been on law enforcement radar for decades. Significant public...

RetirementGuy
May 2, 20241 min read


6 Towns Perfect For Retirement In North Carolina
North Carolina might not have the same notoriety as some other destinations such as California or Florida, but this hidden gem of a state...

RetirementGuy
May 2, 20241 min read


Is A Mega Backdoor Roth Right For You? How To Figure That Out
While investing in a mega backdoor Roth isn’t suitable to all investors, if your profile fits the bill, you can avail yourself of a way...

RetirementGuy
Apr 25, 20241 min read


The Cost of Loneliness in Retirement
While we often worry about saving enough for retirement, the cost of loneliness is rising as an equal threat to a happy, healthy...

RetirementGuy
Feb 29, 20241 min read


The Five Stages of Retirement (and How to Skip Three of Them)
In the world of retirement, a growing concern emerges as retirees, despite having the financial means for their envisioned retirement...

RetirementGuy
Feb 22, 20241 min read


Aging Alone: What It Takes For Success On Your Journey
According to a study by the Pew Research Center, about 27 percent of American seniors live solo. They can include your aging parent or...

RetirementGuy
Feb 8, 20241 min read


Charted: Top 10 Retirement Planning Mistakes
According to professionals, the most common retirement planning mistakes are time-related, like outliving savings or not understanding...

RetirementGuy
Jan 11, 20241 min read


10 Best Destinations For Snowbirds This Winter
Retirees aren't the only snowbirds moving to where it’s warm this winter. Remote workers are also following suit. In fact, the Census...

RetirementGuy
Dec 21, 20231 min read


The biggest changes for retirement coming in 2024
Cooling inflation and a recent stock market surge have delivered a welcome comeback for many retirement savings accounts. Toss in the...

RetirementGuy
Dec 21, 20231 min read


Why I’m Reimagining My Retirement
I thought I had a clear vision of my retirement years. Then, within a span of a few days, I helped my firstborn child move to college and...

RetirementGuy
Dec 14, 20231 min read


I’m 65 and my retirement plans blew up when my husband died. My mom had dementia. Should I prepare f
I’m a 65-year-old widow and a retired oil and gas accountant. I’ve always done my own financial planning, and I am in great shape...

RetirementGuy
Dec 14, 20231 min read


Does It Make Sense to Rent in Retirement?
Upside of renting While many long-time homeowners may resist the idea of renting, don’t dismiss it outright. Instead of sinking money...

RetirementGuy
Dec 14, 20231 min read


Why It’s Important to Retire With Purpose
For those who have saved a healthy nest egg, retirement is a dream destination, one where you have loads of free time and zero...

RetirementGuy
Dec 7, 20231 min read


Gen X Parents: Saving for Retirement and College?
If you’re raising kids, you may feel squeezed as you save for both your own retirement and college expenses for your children. Plus,...

RetirementGuy
Nov 30, 20231 min read


Why Pickleball Might Be the Answer to Your Retirement Questions
Those of us fortunate to live a long and productive life are likely to face a turning point: a time to retire. "Retirement," however, can...

RetirementGuy
Nov 30, 20231 min read


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...

RetirementGuy
Nov 16, 20231 min read


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...

RetirementGuy
Nov 3, 20231 min read


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...

RetirementGuy
Nov 3, 20231 min read


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...

RetirementGuy
Oct 19, 20231 min read
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