RETIREMENTGUY

The Beatles once said that money can’t buy you love, but money also can’t buy you happiness. Financial planners see people from across...

Typically, the conventional wisdom suggests a sequential approach to account withdrawal post-retirement, starting with taxable accounts,...

When it comes to retirement planning, one should take priority over the other, considering that it is possible to retire without growth,...

If you want to pay less taxes during retirement, moving to a state that won't tax your retirement income is an option. Some states tax...

Life after retirement can be the best time of your life. It can also be socially isolating, boring, and restrictive. The difference...

Just updated for 2023: Use this Roth Conversion Calculator to understand the tax implications of doing a Roth conversion in 2023. Compare...

Inheritances might be how you build generational wealth, but according to a new study conducted by Edward Jones and Age Wave research,...

The Bureau of Labor Statistics estimates that over the next decade the labor market will continue to age, with the greatest growth coming...

Although Social Security provides a significant portion of the income most retirees depend on when their paycheck goes away, many people...

Imagine it’s a Saturday evening and you’re headed out to a new restaurant. You’re excited, but of course you won’t know whether you’ll...

A financial planner was asked recently: "I am 50 and I have never saved for retirement. What should I do?" If you identify with this...

As graduates look to jump-start their careers this summer, they may want to pay extra attention to where their potential employer is...

Thanks to rising interest rates, fixed-income investors can once again enjoy competitive yields on assets like Treasury bills and...

They say money can't buy you happiness; similarly, money won't ensure a happy retirement. That being said, not having enough money to...

Let us first talk about Social Security tax, which is unique. And keep in mind that before 1983, Social Security benefits were not taxed....

Saving for retirement often comes with an upfront tax break when funneling money into pretax accounts. But it’s also critical to manage...

When it comes to finding the cheapest places to live in the U.S. for city dwellers, the best locations to settle down are mostly south of...

To identify the best places to retire, U.S. News analyzed data for the 150 largest metropolitan areas in the U.S. to assess how well they...

Perhaps the most official measure of American retirement savings comes from the Federal Reserve System. The Fed calculated average...

Retirement planning is all about the numbers. Yet, there is one number most of us take for granted or don’t even consider. We are told...