RETIREMENTGUY

Retirement is about so much more than money. If wealth were enough, affluent people would have no issues transitioning into their...

Amidst the financial strain since the Covid-19 pandemic, families and businesses are grappling with mounting levels of debt. When...

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...

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...

Off-the-shelf asset-allocation guidance doesn’t vary significantly for people who are still accumulating assets for retirement. Sure,...

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...

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....

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...

Today is World Alzheimer’s Day, a global effort to raise awareness and challenge the stigma around Alzheimer's disease. We read about it,...

The increasing likelihood of a government shutdown is spotlighting several federal agencies. But the IRS has been in the news lately,...

When discussing the difference between the accumulation and distribution phases of retirement, the classic metaphor used by financial...

When you think retirement haven, Florida or a warm, southern state probably comes to mind. But, why not Iowa? Less than two months ago,...

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...

The idea of having a vision is often emphasized in the corporate world, with professional vision statements and self-development work...

Lifestyle considerations are the next key takeaway as we think about the conclusions that we can use to inform starting safe withdrawal...

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....

You’re finally ready to enjoy your golden years. After working hard for decades, you recently retired, and you’re trying to navigate your...

Lifestyle considerations are the next key takeaway as we think about the conclusions that we can use to inform starting safe withdrawal...

Check this out if you want a free tool that provides goal and retirement planning. https://www.nerdwallet.com/calculator/retirement-calcu...

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...