RetirementGuy3 days ago1 minPoll: 15 Classic Books on Investing and the MarketsWealthManagement.com recently asked readers to nominate the investment book that most helped them in their investing careers. We...
RetirementGuy3 days ago1 minWhat Is An Annuity And How Does It Work?For many Americans, saving for retirement is an intimidating challenge. While there are many options available, one worth considering is...
RetirementGuyMay 101 minWhy a Pension Lump Sum Option Is Better Than an Annuity PaymentOften, the decision to take a pension annuity option over an available lump sum option rests on which option provides the greatest...
RetirementGuyJan 61 minWhy COVID-19 Is Changing the Way We View MoneyThe COVID-19 pandemic upended the way people live their lives. From mask mandates and stay-at-home orders to vaccines and protective...
RetirementGuyNov 11, 20211 min6 Things You Can Do Right Now to Ensure Your Money Will Last in RetirementIf you’re within six months or so of retirement, there are certain things you need to do now to help prepare yourself for the transition...
RetirementGuySep 23, 20211 minIs the Door Closing on Backdoor Roth IRAs?The 'mega-backdoor Roth IRA' is on the chopping block, too, but neither is a done deal. On Sept. 13, Democrats on the House Ways and...
RetirementGuySep 16, 20211 min5 Big Mistakes To Avoid With Stock Options And Restricted Stock UnitsMistake No. 1: Not Understanding Your Grant Or How It Works This point may seem obvious, but you’d be surprised. Employees sometimes tell...
RetirementGuyAug 26, 20211 min10 Social Security Calculators That Can Help You Decide When to ClaimThese calculators can help you begin thinking about what you can do to maximize the amount you will receive from Social Security in...
RetirementGuyAug 26, 20211 minThe 7 Deadly Sins of Behavioral Finance(Common Biases that Investors Face) Behavioral finance biases….where do I begin? Is this really an article about potential pitfalls that...
RetirementGuyAug 19, 20211 minSchwab Launches Interactive Platform to Help Retirement SaversSchwab Retirement Plan Services has launched an interactive, online dashboard that helps retirement plan participants assess their...
RetirementGuyAug 5, 20211 minRetired and returning to work: How the extra income could collide with other financial considerationSometimes, older Americans discover that retirement just isn't a good fit. Whether due to needing more income or wanting personal...
RetirementGuyJun 17, 20211 min3 Best Investments for InflationThe inflation worries that have been building up among investors have finally become a reality. While the Federal Reserve is calling...
RetirementGuyMar 19, 20211 minHow to Create a Retirement BudgetMANY PEOPLE FEAR running out of money in retirement. Creating a retirement budget can help you make sure this doesn't happen. A...
RetirementGuyFeb 25, 20213 minImproving Your Financial Health is Not Very Hard “Keep it Simple, Stupid” is a great approach to organizing your finances Some folks think financial planning is very difficult. While...
RetirementGuyJan 28, 20211 minAmerica’s Best And Worst Banks 2021For America’s biggest banks, the past twelve months have been one of the biggest tests of their resilience in history. The Coronavirus...
RetirementGuyDec 24, 20201 min6 Retirement Secrets From Successful RetireesPre-retirees and retirees have always faced several serious retirement planning challenges. On the one hand, it’s great that many people...
RetirementGuyNov 19, 20201 min4 Signs You're On Track for Early RetirementIf you're eager to quit working as soon as possible, you'll need to make sure you have all your ducks in a row when it comes time to...
RetirementGuyNov 5, 20201 min 7 Tips for Long-Term InvestingInvesting is a long game. Whether you want to invest for retirement or grow your savings, it’s best when you put money to work in markets...
RetirementGuyOct 22, 20201 minBehavioral Finance Techniques Advisors Are Using in 2020Behavioral finance is the study of psychological biases that can influence investor behavior and by extension the stock market. "(It) is...
RetirementGuyAug 27, 20203 minEight suggestions on your way to establishing true financial wellness Eight suggestions on your way to establishing true financial wellness August is National Wellness Month, an entire month where we can...