RETIREMENTGUY

How is your cash? Sitting idle? Is your bank still paying less than 1% on deposits? Check out this list of cash and cash equivalent...

These model portfolios are geared toward retired investors who are drawing upon their tax-deferred accounts to meet a portion of their...

Your home as you have used it during your working years, is just that, a home. You have to consider it as a home first, investment...

A Qualified Charitable Distribution is a mechanism by which you use your required distributions from your retirement accounts to...

As you bask in your retirement years, enjoying dinners with your friends, spending time with family, and traveling more than you did...

If you're planning your next vacation, we've found the cheapest countries to visit around the world. Despite the effects of inflation on...

The dollar is strong, and some rural European towns are actively courting U.S. expats, offering fixer-upper homes for just one euro. Here...

According to data released in 2022, the average SSDI benefit for disabled workers is $1,358.30 per month. The exact value of someone’s...

“Longevity literacy is an overlooked factor in addressing retirement preparedness,” said Surya Kolluri, head of the TIAA Institute, in a...

Life insurance is designed to provide a death benefit for your loved ones if you pass away. Long-term care insurance, meanwhile, can help...

The Secure Act 2.0 has been signed into law and brings with it several provisions aimed at increasing retirement savings and providing...

The Social Security Act, passed in 1935, included benefits for workers but not their spouses. At the time, women who did not work outside...

Recently, Morgan Stanley’s Mike Wilson warned of the stock market's "hall of mirrors," — saying that the recent uptick in market...

When people retire, they go from having one main source of income to having several. The exact number of income sources and how heavily...

Retirement planning can easily be overlooked while juggling your career, raising children, paying off debt, and enjoying today. In fact,...

When presenting a plan to a new retirement planning client, sometimes it resonates, and sometimes I get a blank look in response. I can...

First and foremost, tax filing season has officially started. The IRS began accepting tax returns on Monday, January 23rd. The IRS says...

Unless your adviser has a complete picture of your current financial situation and really understands your goals (and challenges) moving...