RETIREMENTGUY

Bipartisan legislation aimed at helping Americans build their retirement savings, which bogged down in 2021, has better prospects in...

Do you ever have days when you feel like you just want to quit your job? What holds you back from quitting? Some professional women,...

Filling out tax forms is a pain in the you-know-what. So why on earth would anyone file a tax return if they don't have to? Well,...

Genworth’s recently released 18th annual cost-of-care survey showed that the cost of long-term care services increased across all...

Attracting and enrolling consumers at the time of their first Medicare purchasing decision has big payoff. By taking them on a...

After squirreling away money in a 401(k) or IRA for decades, the last thing you need is a stock market downturn at the start of your...

Retiring abroad is a major life decision that requires some careful planning. You should research different destinations to find out more...

The global pandemic, war in Ukraine and other world events have contributed to wild swings in the stock market. Retirement savers have...

As a retirement planner, when I talk with clients about "retiring early" I am referring to retirement before age 65. Age 65 has long been...

Whether they admit it or not, many business owners wrestle with anxiety surrounding their financial futures. Maybe you’ve dealt with this...

Life expectancy has increased across the board. For women, the chance of living to 90 years old is 34%, which jumps to 52% for those who...

Many people are surprised to learn that Social Security benefits can be taxed. After all, why is the government sending you a payment one...

The Covid-19 pandemic has triggered lots of anxiety among retirement investors. Economic fallout from the crisis has forced many to...

Are you ready to retire from your career but worry that you may not be financially prepared? This is a common concern. The majority of...

While the overall individual audit rates are extremely low, the odds increase significantly as your income goes up, as it might if you...

For prospective retirees who don’t simply want to annuitize most or all of their wealth, determining how best to invest a retirement...

Having a larger retirement income is great; having a larger tax-free retirement income is even better. Keep in mind that for most people,...

Saving for retirement is daunting enough without inflation throwing retirees a curve ball. Inflation soared in 2021, rising 6.8%...