RETIREMENTGUY

One of the most effective avenues to a secure retirement is appropriate tax management. CIO John Cunnison points out strategies that coul...

I have been working a long time on retirement planning that creates more and safer income for retirees. So long, in fact, that I sometime...

Thanksgiving is behind us, and the end of the year will be here soon. (Many of us are truly thankful for that!) This is a good time to r...

As you likely know, every time you get a paycheck: 7.65% of your wages are subtracted from your paycheck and go to Social Security and Me...

If you’re lucky enough to win the lottery or have a pension plan, you may need to decide whether you want to take your earnings in a lump...

October is the month for fall colors, a chill in the air, Halloween—and financial planning. Yes, October is National Financial Planning M...

When the coronavirus sent stocks tumbling in March, it was a perfect time to convert a traditional retirement account into a Roth. But if...

According to a recent GALLUP survey, 63% of Americans plan on working part-time in retirement. And I think that makes a lot of sense. Aft...

Additional time and faster refunds for FEMA-designated disaster areas When the federal government declares a location to be a major disas...

[From Bob's Library] The Motley Fool 3 Maurie Backman There's a reason workers are advised to save aggressively for retirement. Though yo...