RETIREMENTGUY

I have a heart and passion for serving federal employees. My mother, who is also my best friend and now works for me, is a retired...

How Are Social Security Benefits Taxed? Social security benefits can be subject to taxes as follows. If your client files as single and...

Wondering how your retirement savings stack up to other Americans' nest eggs? Or whether your income in your post-work years will be...

If you're planning your next vacation, we've found the cheapest countries to visit around the world. Despite the effects of inflation on...

REITs come in many different forms, with varying criteria. However, many prospective investors might not understand the differences — and...

Breana Williams, 28, of Fresno, Calif., has comprehensive healthcare coverage, but when she began looking into fertility treatments to...

The Setting Every Community Up for Retirement Enhancement (Secure) 2.0 Act ushers in a number of retirement planning changes that could...

Out of favor for a long while, annuities — the controversial and often misunderstood long-term insurance contracts — are getting more...

If you think saving for retirement is complicated, try figuring out how to withdraw retirement funds while minimizing taxes. “As much as...

These model portfolios are geared toward retired investors who are drawing upon their tax-deferred accounts to meet a portion of their...

Your home as you have used it during your working years, is just that, a home. You have to consider it as a home first, investment...

If you're planning your next vacation, we've found the cheapest countries to visit around the world. Despite the effects of inflation on...

The dollar is strong, and some rural European towns are actively courting U.S. expats, offering fixer-upper homes for just one euro. Here...

“Longevity literacy is an overlooked factor in addressing retirement preparedness,” said Surya Kolluri, head of the TIAA Institute, in a...

When people retire, they go from having one main source of income to having several. The exact number of income sources and how heavily...

Retirement planning can easily be overlooked while juggling your career, raising children, paying off debt, and enjoying today. In fact,...

When presenting a plan to a new retirement planning client, sometimes it resonates, and sometimes I get a blank look in response. I can...

Many people are good at saving up money for retirement. They manage expenses and build up their nest eggs steadily. But when it comes...

Retirement planning is complex and multi-faceted, and the strength of any retirement plan rests heavily on the robustness of the...

Like the previous retirement bill passed in 2019, SECURE (Setting Every Community Up For Retirement Enhancement), Secure 2.0 is based on...