RETIREMENTGUY

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 It may be outdated, formal or informal, producing good results or not.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

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...

The subject of financial exploitation of elders in our country has been on law enforcement radar for decades. Significant public...

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

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...

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

In the world of retirement, a growing concern emerges as retirees, despite having the financial means for their envisioned retirement...

According to a study by the Pew Research Center, about 27 percent of American seniors live solo. They can include your aging parent or...

According to professionals, the most common retirement planning mistakes are time-related, like outliving savings or not understanding...

Retirees aren't the only snowbirds moving to where it’s warm this winter. Remote workers are also following suit. In fact, the Census...

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

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...

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...

Upside of renting While many long-time homeowners may resist the idea of renting, don’t dismiss it outright. Instead of sinking money...

For those who have saved a healthy nest egg, retirement is a dream destination, one where you have loads of free time and zero...