RetirementGuyJan 281 minUnderstanding Capital Gains Tax on a Real Estate Investment PropertyOWNING REAL ESTATE produces steady income for investors, but the sale of residential and business properties can generate a large tax...
RetirementGuyJan 211 minHow Retirement Planning Changes In 2021 After The New COVID-19 Relief PackageWithin the last 12 months, we have essentially seen the passage of three major pieces of federal legislation that impact retirement...
RetirementGuyJan 211 minThe Best Places To Retire Abroad? During Covid-19?Usually around this time of year, I write a post revealing the "best places to retire abroad" based on the new annual rankings from...
RetirementGuyJan 213 minSectors to Consider if Inflation Continues to RiseThe beaten-down sectors from 2020 might be worth another look in 2021 In general terms, the bond market will rally when increases in the...
RetirementGuyJan 151 minHow Much You Will Get From Social SecurityIT CAN BE DIFFICULT TO predict how much you will receive from Social Security, especially if you are more than a few years away from...
RetirementGuyJan 156 min2020 Global Market Commentary2020: A Tale of Two Markets 2020 can be summarized by the famous Charles Dickens line from A Tale of Two Cities: “It was the best of...
RetirementGuyJan 151 minRetirement Resolutions for 2021THE NEW YEAR PRESENTS A time to jump-start your retirement savings. Making a few changes now could allow you to retire with less stress...
RetirementGuyJan 71 min20 Steps to Take When Preparing for RetirementPREPARING FOR retirement doesn't have to be difficult or complex. Even if you don't have a detailed plan for retirement in place, taking...
RetirementGuyJan 71 min2021 Annual Limits Relating to Financial PlanningDownload a printable reference sheet featuring the yearly Annual Limits Relating to Financial Planning. Information you may need...
RetirementGuyJan 71 min8 ways to invest confidently in retirementOn February 24, when the US stock market started to slide, investors got nervous. By March 23, the S&P 500 was down 34% from the February...
RetirementGuyDec 31, 20201 minInstructions for the afterlife: Preparing for the inevitableInstructions for the Afterlife: Preparing for the Inevitable This is a guest post from Robert Brokamp of The Motley Fool. Robert is a...
RetirementGuyDec 31, 20201 minHow to Retire in EcuadorECUADOR HAS LONG BEEN lauded as one of the most affordable places to retire in the Americas. However, retired life in this country can be...
RetirementGuyDec 31, 20201 minRetirement Resolutions for 2021THE NEW YEAR PRESENTS A time to jump-start your retirement savings. Making a few changes now could allow you to retire with less stress...
RetirementGuyDec 24, 20201 minTax Management Tips for Investment PortfoliosOne of the most effective avenues to a secure retirement is appropriate tax management. CIO John Cunnison points out strategies that...
RetirementGuyDec 24, 20201 min6 Retirement Secrets From Successful RetireesPre-retirees and retirees have always faced several serious retirement planning challenges. On the one hand, it’s great that many people...
RetirementGuyDec 24, 20201 minHow I decided what is ‘enough’ for retirementThe commercials and seminars suggest that the happy and secure image of retirement is available to anyone — at least anyone with enough...
RetirementGuyDec 17, 20201 minCommon Mistakes That Could Derail Your Retirement —and How to Avoid ThemInvestors have been challenged like never before in 2020 as the pandemic took the market from the record highs that marked the start of...
RetirementGuyDec 17, 20201 minPrepare for a First Financial Advisor MeetingTHE FIRST MEETING WITH a financial advisor is pivotal. It will not only help set the stage for your professional relationship, but also...
