RETIREMENTGUY

Losing a spouse can be an overwhelming and emotional experience. While it's possible to organize financial documents ahead of time,...

Savings rates have continued to go up this year, so if you’ve been looking for a place to store your savings and earn interest in the...

Retirement planning is all about the numbers. Yet, there is one number most of us take for granted or don’t even consider. We are told...

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...

Tax credits for electric vehicles (EVs) aren't new, but they're becoming more relevant and of interest to more people with the rise in...

Retirement account owners must take required minimum distributions from traditional IRAs and 401(k)s after a certain age. The SECURE 2.0...

The goal for most parents when they ask about this is to give their children access to their money during an emergency. It seems like it...

If your credit score is in the doldrums, you won’t qualify for a lot of standard credit cards–especially the best rewards credit cards....

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...

If you never paid into Social Security or didn’t work long enough to qualify, you may need to rely on Social Security spousal and...

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...

Democratic and Republican congressional leaders have said that Social Security and Medicare will not be part of any fight over the debt...