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Eight Common Estate Planning Mistakes
Estate planning mistakes can upend your best efforts to protect your family's finances after your death. Everyone can benefit from...

RetirementGuy
Jul 25, 20241 min read


Retired and still paying a mortgage? You may want to reconsider
Age-old wisdom instructs that a home is a good investment for Americans of any age. But what if you are retired and still paying it off?...

RetirementGuy
Jul 25, 20241 min read


Do These 5 Psychological Tasks Before Retiring
How do you know it’s time to say, “I am retiring”? Most people don’t get to choose, but for those who do, it may be one of the most...

RetirementGuy
Jul 25, 20241 min read


Is High Inflation a Good Time for Roth IRA Conversions?
Key Takeaways When it comes to taxes, inflation is great … The rates don’t change, but the brackets expand each year. When they expand,...

RetirementGuy
Jul 11, 20241 min read


Asset Allocation For Retirement: Understanding Stocks And Bonds
One of the most common questions in investing is regarding the right asset allocation. The answer truly depends on your needs, risk...

RetirementGuy
Jul 11, 20241 min read


How do you know it’s time to retire?
The American workforce is aging. According to data from the US Bureau of Labor Statistics, the median age of the American labor force was...

RetirementGuy
Jul 11, 20241 min read


The 20 Best Cities To Live In The World, Ranked In A 2024 Report
Overall, Western Europe remains the world’s most liveable region with eight cities in the top 20. Coming in second on the list—also for...

RetirementGuy
Jun 27, 20241 min read


Things Change: Is It Time to Update Your Retirement Plan?
Unless you have done zero work on retirement, you have a plan. It may be outdated, formal or informal, producing good results or not. But...

RetirementGuy
Jun 27, 20241 min read


Top Ten Facts about Social Security
Eighty-eight years after President Franklin Roosevelt signed the Social Security Act on August 14, 1935, Social Security remains one of...

RetirementGuy
Jun 27, 20241 min read


Tips for Navigating the New FAFSA
It’s not too late to fill out the Free Application for Federal Student Aid—not even for the school year that is just ending. The official...

RetirementGuy
Jun 13, 20241 min read


That retirement calculator is lying to you and your clients
Anyone who puts even minimal elbow grease into retirement planning is well aware of “the number,” the anxiety-producing seven-figure sum...

RetirementGuy
Jun 13, 20241 min read


Stop Doing These Things In Retirement Planning
One of my favorite reads this year has been Michael Easter's Scarcity Brain. In chapter four, "Why We Crave More,” he describes how we’re...

RetirementGuy
Jun 13, 20241 min read


A Retirement Readiness Checklist
As the mother of six kids, one of whom had special needs, my mom was organized, to say the least. She carefully calibrated her schedule...

RetirementGuy
May 16, 20241 min read


Best Places To Retire In 2024: Las Cruces And Other Unexpected Hot Spots
They knew they wanted to move someplace warmer and cheaper for retirement. But it took them six years of looking and planning before they...

RetirementGuy
May 16, 20241 min read


April CPI Report Offers Some Relief: What the Experts Are Saying About Inflation
The April Consumer Price Index (CPI) showed that inflation moderated last month, but a data-dependent Federal Reserve will likely need to...

RetirementGuy
May 16, 20241 min read


Tax Loss Harvesting And Your Retirement
As you near retirement, tax strategies become increasingly important not only in your day to day life but also on your investments. An...

RetirementGuy
May 9, 20241 min read


Best Term Life Insurance Companies: Expert-Rated In 2024
We evaluated costs and policy features for 20 large life insurers and found that Corebridge Financial, Pacific Life, Protective and...

RetirementGuy
May 9, 20241 min read


How Retirement Income Guardrails Can Ease Clients’ Worries
Retirement income guardrails—strategies that predetermine when spending retirement adjustments would be made and the spending adjustments...

RetirementGuy
May 9, 20241 min read
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