RETIREMENTGUY

Despite a growing need for investors to start thinking about their long-term care needs, a study from Lincoln Financial Group, found that...

In order to keep the system modernized — and in line with rising costs and incomes — the Social Security Administration announces regular...

Lists of retirement advice for the year to come generally all sound the same—but that’s not the case this year. Retiring during a bear...

Portfolio rebalancing may not be a good idea this year. You may want to avoid it altogether. I’m referring to the process of bringing...

Moving to a place with a lower cost of living can improve your retirement finances. If you sell a home in an expensive city and buy or...

Where does that take us going forward? How much higher can we go? And how will it impact your financial life, including your retirement?...

Two very different strategies can help retirees’ retirement savings last their lifetime, and the one that works for you, or even a hybrid...

The primary benefit of investing in these communities under a qualified opportunity zone program is the deferral of capital gains tax...

Here’s the good news: The real estate your about-to-retire client owns has increased in value significantly since they bought it. The...

Period certain income annuities have set income terms, making them useful for helping to fund early retirement or prefund a loan or large...

Gone are the days of retiring at age 65 only to live until age 70. For some people, retirement could last more than 30% of their lives. A...

The world of investing is experiencing a significant shift from conventional to new evolved ways. In the last couple of years, passive...

Higher interest rates are good for our cash and checking accounts but are not always good for pension holders. Rising interest rates have...

How to make better financial decisions Have you ever gotten emotional about money? Even the most successful, rational investors sometimes...

Recent blog posts discussed how the temporary portability regulations addressed several issues involved with making a valid portability...

When it comes to federal income tax rates and brackets, the tax rates themselves aren't changing from 2022 to 2023. The same seven tax...

When you were younger and busy building your nest egg, it’s likely you didn’t give much thought to the impact required minimum...