RETIREMENTGUY

Here’s what to know and how to protect yourself. Identity thieves often swipe your bank or credit card account numbers, birth date...

Retirees with low incomes or whose only source of income is Social Security generally don't pay income tax on their Social Security...

Watch the 10-year and oil because inflation eats away at retirement income The current job market landscape is a warning sign of how...

Use top rated methods to help create and follow a retirement savings plan. IF YOU’RE LOOKING FOR ways to track your savings and...

1. Consider the Timing of Your Application The timing of your application can impact the amount you will receive in benefits. If you wait...

Here’s what to know and how to protect yourself. Identity thieves often swipe your bank or credit card account numbers, birth date...

When Richard Detrich and his wife, Nikki Steele, started contemplating where to retire, they went about it methodically. The couple had...

“Keep it Simple, Stupid” is a great approach to organizing your finances Some folks think financial planning is very difficult. While...

Emotions involved with caring for the elderly can seem almost as overwhelming as the finances. As your loved ones age, what topics must...

Any classical music composer will tell you that creating a symphony requires a delicate balance of sounds, melodies, and harmonies. Each...

Tax planning is one of the best things you can do to keep more money in your pocket in retirement. There are specific things to consider...

I am 64 years old, single, and live in the Bay Area of California. I was diagnosed with cancer in July 2019 and stopped working in...

Most investors know that they should evaluate their risk tolerance when considering an investment. Oftentimes, investors think of risk...

Dear Carrie, My boyfriend and I just got engaged. While we agree on most things, we seem to have a lot of differences when it comes to...

Many people who save money in traditional 401(k)s, Individual Retirement Accounts (IRAs) or other tax-deferred investment vehicles do so...

MORE AMERICANS HAVE retired abroad in Mexico than any other country. The low cost of living, sunshine, accessibility, established expat...

Imagine what would happen if your ability to earn income were to suddenly disappear. What would your life look like? Even though your...

For the most part, trusts don’t pay taxes on their income, instead passing the income through to the trust beneficiaries. But when they...