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7 Tips for Long-Term Investing
Investing is a long game. Whether you want to invest for retirement or grow your savings, it’s best when you put money to work in markets...

RetirementGuy
Nov 5, 20201 min read


The Implications of Carrying Higher Housing Debt into Retirement
The financial profile of the typical American household entering its retirement years today is quite different than in generations past....

RetirementGuy
Nov 5, 20201 min read


Retirees Share Secrets to Financial Security
YOU DON'T NECESSARILY need a lot of money to set up a financially secure retirement. If you're willing to carefully manage your expenses,...

RetirementGuy
Nov 5, 20201 min read


Avoid Identity Theft - Checklist
This is a checklist I want to share with you which you can use to help reduce the chances that your identity is not stolen and used...

RetirementGuy
Oct 29, 20201 min read


Some Great Books to Prepare for Retirement
What books do you recommend that could help prepare me for retirement? Earlier this year, I highlighted several resources that can help...

RetirementGuy
Oct 29, 20201 min read


How Much Impact Does the President Have on Stocks?
The anticipation building up to elections often brings with it questions about how financial markets will respond. But the outcome of an...

RetirementGuy
Oct 29, 20201 min read


Behavioral Finance Techniques Advisors Are Using in 2020
Behavioral finance is the study of psychological biases that can influence investor behavior and by extension the stock market. "(It) is...

RetirementGuy
Oct 22, 20201 min read


Meeting With a Financial Adviser? Read This First.
Thinking of taking your muddled finances to a financial adviser for some professional assistance? Many advisers offer prospective clients...

RetirementGuy
Oct 22, 20201 min read


7 Strategies To Generate Sufficient Cash Flow In Retirement
The question I receive most from soon-to-be retirees is “where should I invest my money to generate sufficient income in retirement?” The...

RetirementGuy
Oct 22, 20201 min read


When can I start making charitable donations from my IRA?
Q: I turn 70½ this year so I was going to start making my charitable donations from my IRA but now I hear the magic age for required...

RetirementGuy
Oct 15, 20201 min read


Social Security Taxes
As you likely know, every time you get a paycheck: 7.65% of your wages are subtracted from your paycheck and go to Social Security and...

RetirementGuy
Oct 15, 20202 min read


The 5 most important retirement questions
Getting (and remaining on) the path to achieving financial wellness and your dream retirement relies much on knowing which questions to...

RetirementGuy
Oct 15, 20201 min read


Lump Sum vs. Annuity: Which Should YouTake?
If you’re lucky enough to win the lottery or have a pension plan, you may need to decide whether you want to take your earnings in a lump...

RetirementGuy
Oct 8, 20201 min read


Americans think they need $1.9 million to retire. Here’s how much you really need
The majority of Americans say they want to retire by age 67 at the latest. Yet when it comes to planning for retirement, picking a...

RetirementGuy
Oct 8, 20201 min read


7 Important Questions a Financial Plan Can Help You Answer
October is the month for fall colors, a chill in the air, Halloween—and financial planning. Yes, October is National Financial Planning...

RetirementGuy
Oct 7, 20201 min read


Wondering Whether You Missed the Recovery?
Why long-term investing success is about time in the market, not timing It is only natural that investors would want to find some way to...

RetirementGuy
Oct 1, 20202 min read


3 Costly Retirement Myths
Retirement is something many of us look forward to for decades. But as it draws closer, those feelings of excitement may be replaced by...

RetirementGuy
Oct 1, 20201 min read


5 Estate Planning Tips to Keep Your Money in the Family
IF YOU'RE SINGLE AND die in 2020, you can have up to $11.58 million in assets before your heirs have to worry about paying a penny in...

RetirementGuy
Oct 1, 20201 min read
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