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‘I Can’t Retire – I Need Health Insurance’
It is one of the most discussed reasons people refuse to retire before age 65. There are plenty of reasons someone may not retire,...

RetirementGuy
Aug 11, 20221 min read


5 Big Mistakes To Avoid With Stock Options And Restricted Stock Units
This point may seem obvious, but you’d be surprised. Employees sometimes tell their financial advisors they have “stock options” but upon...

RetirementGuy
Aug 4, 20221 min read


401(k) Secrets: Capitalize On Net Unrealized Appreciation (NUA)
Employer-sponsored retirement plans like 401(k)s offer a lot of savings, investment, and tax advantages, but you have to be paying...

RetirementGuy
Aug 4, 20221 min read


Great Deals on Family Friendly Trips
The pandemic took a toll on family gatherings. Vacations with grandparents and extended family were canceled or put on hold until health...

RetirementGuy
Aug 4, 20221 min read


8 of the Cheapest Countries to Retire Around the World
Retirement plans are as unique as the individuals who are looking forward to the day when work, at least as they know it, comes to an...

RetirementGuy
Jul 28, 20221 min read


The 8 economists who decide if the U.S. is in a recession
Democrats and Republicans have begun arguing over whether the U.S. economy is in a recession ahead of a key data release on Thursday. But...

RetirementGuy
Jul 28, 20221 min read


Inflation And Retirement: Steps To Lessen Inflation Impact
High inflation is here. The combination of unprecedented stimulus in the wake of the pandemic combined with the supply chain fiascos and...

RetirementGuy
Jul 28, 20221 min read


Here are 6 strategies to recession-proof your finances at any age
Like many Americans, you may be worried we are heading into a recession. More than 6 out of 10 Americans — 62% — believe there will be a...

RetirementGuy
Jul 21, 20221 min read


View MYGA Rates
What is a MYGA? A MYGA, or Multi-Year Guaranteed Annuity, is a simple product that offers a guaranteed rate of return over a fixed period...

RetirementGuy
Jul 21, 20221 min read


33 States with No Estate Taxes or Inheritance Taxes
The 2017 tax reform law raised the federal estate tax exemption considerably. Before that law was enacted, the exemption was $5.49...

RetirementGuy
Jul 21, 20221 min read


5 Countries With the Best Retirement Systems, According To Experts
To find the five countries with the best retirement systems and how they qualify as such, GOBankingRates looked at data published by the...

RetirementGuy
Jul 14, 20221 min read


3 Ways to Keep Inflation from Shrinking Your Retirement
Inflation has been a hot topic for months and likely will be well into 2022. Its impact is immense; with inflation at its highest level...

RetirementGuy
Jul 14, 20221 min read


Top Five Mistakes To Avoid When Buying an Annuity
Investing in annuities can be a hot-button issue for some people. Some financial advisors love them and others hate them. I am more of an...

RetirementGuy
Jul 14, 20221 min read


6 States With The Lowest Overall Tax Burden
Depending on your income in 2021, you may be feeling the pain of paying your taxes. Perhaps, you hurt when you look at your paychecks and...

RetirementGuy
Jul 7, 20221 min read


Looking For More Retirement Income? Here’s Why A Reverse Mortgage May Be The Answer.
RetirementGuy Note: Never do a reverse mortgage without speaking with qualified professionals and doing your own homework! If your...

RetirementGuy
Jul 7, 20221 min read


Has Bad Economic News in 2022 Hurt Your Retirement Plans?
Social Security and a pension totaling $60,000 per year helped her meet her starting income goal of $150,000. The balance of $90,000 was...

RetirementGuy
Jul 7, 20221 min read


In What Order Should You Tap Your Retirement Funds?
You work hard for decades and save diligently for retirement, but unfortunately, you can’t retire from paying taxes. An important part of...

RetirementGuy
Jun 30, 20221 min read


Top Considerations for Life and Long-Term Care Insurance (FEGLI and FLTCIP)
FEGLI, or the Federal Employee Group Life Insurance program is a benefit offered to federal employees as a part of their overall FERS...

RetirementGuy
Jun 30, 20221 min read
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