RETIREMENTGUY

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

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?...

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...

Key Takeaways When it comes to taxes, inflation is great … The rates don’t change, but the brackets expand each year. When they expand,...

One of the most common questions in investing is regarding the right asset allocation. The answer truly depends on your needs, risk...

The American workforce is aging. According to data from the US Bureau of Labor Statistics, the median age of the American labor force was...

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...

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 It may be outdated, formal or informal, producing good results or not.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...

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

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...

Anyone who puts even minimal elbow grease into retirement planning is well aware of “the number,” the anxiety-producing seven-figure sum...

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...

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...

They knew they wanted to move someplace warmer and cheaper for retirement. But it took them six years of looking and planning before they...

The April Consumer Price Index (CPI) showed that inflation moderated last month, but a data-dependent Federal Reserve will likely need to...

As you near retirement, tax strategies become increasingly important not only in your day to day life but also on your investments. An...

We evaluated costs and policy features for 20 large life insurers and found that Corebridge Financial, Pacific Life, Protective and...

Retirement income guardrails—strategies that predetermine when spending retirement adjustments would be made and the spending adjustments...