RETIREMENTGUY

Tis’ the season for giving, and your donations can actually give back to you by lowering your tax bill. With a charitable donation , you...

Saving for big dreams—a house, car or wedding—doesn’t mean surviving on ramen, but it does take thoughtful planning. Inflation is driving...

Christine, let’s find out how to be more savvy in 2025 with our investments. Your first tip for the year ahead is to make sure that...

Investing can be both exciting and daunting, especially for newcomers who face a myriad of choices. To build a successful investment...

Even though the owner of a limited liability company (LLC) is generally protected from a lawsuit originating from inside of an LLC — the...

Plenty of pundits and market strategists will be giving their postelection analysis in the coming weeks and months. And market volatility...

On November 7, the Federal Open Market Committee is expected to again lower interest rates after an initial cut on September 18. Markets...

One big question that people often grapple with as they contemplate retirement is whether they’ll have enough, financially and otherwise,...

An estate plan helps designate who will receive your assets in the event of your death. Despite many thinking an estate plan is only for...

The U.S. Bureau of Labor Statistics reported that the consumer price index (CPI) increased by 0.2% on a seasonally adjusted basis in...

It would be nice if there was an investment that could offer retirees growth potential, principal protection and complete liquidity....

A typical dual-income couple would lose $16,500 a year in benefits if the Social Security trust fund runs dry, a new report finds. The...

Infinite banking is the practice of overfunding a permanent life insurance policy so you can borrow against its cash value. It’s an...

Many Americans dream of retirement as a time when they can stop working, travel the world, spend time with loved ones and pursue their...

Most of the financial articles you read are about the importance of saving for retirement. Saving is important, but it generally isn’t...

The Inflation Reduction Act is keeping drug plan sponsors, pharmacies, Medicare educators and anyone who works with Medicare drug plans...

If you’re not ready to move in retirement but are weary of shoveling snow in the winter, renting or buying a home in a warm-weather state...

The cost of medical care has been a decades-old debate in America. Some argue health care should be free for all, while others support a...