RETIREMENTGUY

Retirement is a time for many to pinch pennies on everyday expenses. This might help explain why retirees are so fond of Costco, the...

You are turning 65 soon and need to sign up for Medicare. But where do you begin? You have been receiving countless pieces of mail from...

Sometimes, older Americans discover that retirement just isn't a good fit. Whether due to needing more income or wanting personal...

Heading South has always been a key to your retirement plan. If Florida is part of the plan, we offer up a few tips to help you find your...

The Tax Cuts and Jobs Act raised the federal estate tax exemption considerably. Before the tax reform law, it was $5.49 million per...

As you save for retirement, it's beneficial to know how much to save and whether you're on the right track. Everyone's situation is...

Older workers who are age 50 to 65 aren't so different from their younger counterparts. Flexible schedules and meaningful work are...

Quantitative easing and short-term rates near zero could be ending soon Federal Reserve Chair Jerome Powell seems to have capitulated on...

Only one-fifth of 65-year-old Americans won’t need long-term care services. Everyone else can expect to require some level of it — and...

When you spend the majority of your adult life working, retirement may seem like it can't come soon enough. Essentially a decades-long...

Saving money for retirement is only part of ensuring a financially secure future. The other half involves making smart decisions about...

For many real estate investors, a 1031 exchange is the key way to avoid taxes when you sell a rental property or other qualifying real...

Surviving spouses are not the only ones who can qualify for a widow’s pension under the Social Security Act of 1935. When we dig down...

The ultimate goal in your retirement is to be happier. Ideally, you’ll spend your days in a happier state because you’ll be doing the...

Each type of retirement benefit has a different eligibility age. Your age plays a big role in how much you can expect to receive from...

If you want to learn how to make smart financial decisions, save more and eliminate debt, you're in luck. Today, there are plenty of...

What will inflation be in the coming years? The real answer is that it varies according to your age and spending patterns. Inflation...

It’s no secret that the pandemic brought a wave of new investors eager to give a shot at playing the market. In fact, a Charles Schwab...