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New Rules for Rollover Retirement Accounts Are Coming Friday
Later this week, advisors handling retirement portfolios will face new requirements to ensure that the advice they are providing is in...

RetirementGuy
Jun 30, 20221 min read


10 Rules for Investing After Retiring
When it comes to investment portfolios, retirees have a much different set of objectives, risk tolerances and time horizons compared to...

RetirementGuy
Jun 23, 20221 min read


Pros and Cons of Short-Term Health Insurance Plans
Short-term plans are also, on average, cheaper than full coverage that complies with the ACA's insurance policy regulations. According to...

RetirementGuy
Jun 23, 20221 min read


Transitioning Into Retirement: Your Plan A And Plan B
There are so many books, articles, podcasts, and shows about planning for retirement that it might seem overwhelming to you. With so much...

RetirementGuy
Jun 23, 20221 min read


Are You Average? Net Worth Averages As You Approach Retirement
It’s human nature to wonder where you stand in relation to others. We all want to know what’s average – average height, average age to...

RetirementGuy
Jun 16, 20221 min read


Are we in a recession? Check out "GDP Now"...
Check out this free tool that estimates the current economic output of the United States. This is one resource I use when talking to...

RetirementGuy
Jun 16, 20221 min read


A 67-year-old who ‘un-retired’ shares the biggest retirement challenge ‘that no one talks about
In 2007, at age 52, I was forced to retire overnight. An MRI had revealed a tumor, the size of a large eggplant, sitting on my pelvis. In...

RetirementGuy
Jun 16, 20221 min read


10 Reasons For Financial Check-Ups As You Save For Retirement
Check-ups are a part of life, from your physical check-ups at the doctor, to your dental check-ups at the dentist – even your car gets a...

RetirementGuy
Jun 9, 20221 min read


Recessions: 10 Facts You Must Know
Rampant inflation, rising interest rates and retreating stock prices have a rising number of folks uttering the alarming "R" word. Given...

RetirementGuy
Jun 9, 20221 min read


State-by-State Guide to Taxes on Retirees
At one time or another, pretty much everyone approaching retirement or early in retirement thinks about spending their golden years in a...

RetirementGuy
Jun 9, 20221 min read


Preserving Estate Wealth Using Tax Benefits for Business Real Estate
How can a small business owner pass an interest to heirs without triggering a significant estate tax bill? Despite generous tax breaks,...

RetirementGuy
Jun 2, 20221 min read


The Decumulation Drawdown: How spending became the big dilemma in retirement
For much of their adult lives, Americans have worked, planned and worried about saving enough money for retirement. They’ve diverted...

RetirementGuy
Jun 2, 20221 min read


A Retirement Reminder During Tough Times
When the markets take a turn, there are three types of individuals: · Those that don’t worry about market downturns and know that things...

RetirementGuy
Jun 2, 20221 min read


What to consider when making your beneficiary nominations
If you have one or more policies in place, ensuring that you have appropriately nominated your beneficiaries and that your beneficiary...

RetirementGuy
May 26, 20221 min read


How To Create Disposable Income in Retirement
After you retire and lose your primary source of income, you’ll need something else to replace your wages and salary. Unfortunately,...

RetirementGuy
May 26, 20221 min read


Top Five Tips For Retirement
Retirement is one of those things in life that we spent a large amount of time, sometimes even your entire life, preparing for and...

RetirementGuy
May 26, 20221 min read


Poll: 15 Classic Books on Investing and the Markets
WealthManagement.com recently asked readers to nominate the investment book that most helped them in their investing careers. We...

RetirementGuy
May 19, 20221 min read


What Is An Annuity And How Does It Work?
For many Americans, saving for retirement is an intimidating challenge. While there are many options available, one worth considering is...

RetirementGuy
May 19, 20221 min read
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