RETIREMENTGUY

True Tamplin thinks one annuity feature that agents and advisors should consider talking more about is long-term care benefits boosters....

Few would refuse a vacation amid unspoiled natural beauty—but total remoteness can lose its luster when it comes to spending one’s entire...

If you want to help your children buy a home there are a number of ways to go about it, ranging from family loans to outright gifts....

You’re finally ready to enjoy your golden years. After working hard for decades, you recently retired, and you’re trying to navigate your...

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

It’s an unfortunate reality that estrangement from family members can be relatively common in our society. Cornell University sociologist...

Check this out if you want a free tool that provides goal and retirement planning. https://www.nerdwallet.com/calculator/retirement-calcu...

The problem with that all-equity portfolio is that if you hit it exactly wrong, and you picked a terrible time to retire with that...

Retirement might be considered the grandest of milestones in a person’s professional life, but another often overlooked turning point...

This article covers our selection of best travel rewards credit cards. We may get compensation if you visit partner links on our site. We...

Using a 529 college savings plan when saving for future education expenses can be an attractive option, as investments in the plan can...

Fixed indexed annuities, or FIAs, are having a moment. Sales are at an all-time high, driven by market volatility and higher interest...

If you’re nearing retirement, one of the most important (and potentially stressful) questions you have to ask yourself is “do I have...

Most people look forward to retirement and the prospect of new hobbies, travel and quality time with family. Improvements in medical care...

Schwab puts together a quarterly chartbook which provides data on markets, investing, commodities, bonds, stocks, tax, inflation data and...

Over the past 12 months, the cost of insurance has prompted more than 1 in 10 Americans who own insurance aside from health care coverage...

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,...