RETIREMENTGUY

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....

One of the more controversial aspects of the tax code in the United States is that it effectively incentivizes homeownership. For...

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...

If you’re looking to find a great high-yield savings account, but want to avoid any pesky fees, you’re in luck. Many savings accounts let...

California may be known for its high property taxes. After all, median property tax bills can exceed $9,000 in some areas of the state....

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

Susan Dziubinski: Hi, I’m Susan Dziubinski with Morningstar. We’re entering the fourth quarter, and that means the clock is ticking on...

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

While you can count on us to identify charming towns and vibrant cities across the region, that’s just half of the equation. To help you...

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

Are you looking to protect your portfolio from some downside risk but want to avoid an annuity or going all to cash? Have you heard of...

In the 1934 comedy classic It’s a Gift, W.C. Fields’ character encounters an aggressive, slick-talking annuities salesman in an indelible...

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...

Don’t expect to find palm trees in this year’s most affordable state to retire. West Virginia ranks as the least expensive state to...

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