RetirementGuyOct 29, 20201 minHow 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...
RetirementGuyOct 22, 20201 minBehavioral Finance Techniques Advisors Are Using in 2020Behavioral finance is the study of psychological biases that can influence investor behavior and by extension the stock market. "(It) is...
RetirementGuyOct 22, 20201 minMeeting 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...
RetirementGuyOct 22, 20201 min7 Strategies To Generate Sufficient Cash Flow In RetirementThe question I receive most from soon-to-be retirees is “where should I invest my money to generate sufficient income in retirement?” The...
RetirementGuyOct 15, 20201 minWhen 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...
RetirementGuyOct 15, 20202 minSocial Security TaxesAs 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...
RetirementGuyOct 15, 20201 minThe 5 most important retirement questionsGetting (and remaining on) the path to achieving financial wellness and your dream retirement relies much on knowing which questions to...
RetirementGuyOct 8, 20201 minLump 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...
RetirementGuyOct 8, 20201 minAmericans think they need $1.9 million to retire. Here’s how much you really needThe majority of Americans say they want to retire by age 67 at the latest. Yet when it comes to planning for retirement, picking a...
RetirementGuyOct 7, 20201 min7 Important Questions a Financial Plan Can Help You AnswerOctober is the month for fall colors, a chill in the air, Halloween—and financial planning. Yes, October is National Financial Planning...
RetirementGuyOct 1, 20202 minWondering 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...
RetirementGuyOct 1, 20201 min3 Costly Retirement MythsRetirement is something many of us look forward to for decades. But as it draws closer, those feelings of excitement may be replaced by...
RetirementGuyOct 1, 20201 min5 Estate Planning Tips to Keep Your Money in the FamilyIF 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...
RetirementGuySep 24, 20201 min6 Reasons Uraguay is a Great Place to RetireUruguay qualifies as one of the world’s top retirement havens. The country boasts friendly people, pleasant weather and an infrastructure...
RetirementGuySep 24, 20202 minLiving in Retirement: Aging in PlaceDo you sometimes think about what your life will be like when you retire? Most people imagine living independently in comfortable and...
RetirementGuySep 24, 20201 minRetirement Planning Mistakes to Avoid During CoronavirusStay away from these missteps to ensure your long-term finances are on track during the pandemic. WITH COVID-19 disrupting everything...
RetirementGuySep 17, 20201 minHow Donor-Advised Funds Work—and Don't WorkDonor-advised funds are a popular and easy way for many investors to give to charity. Still, some people don't fully understand how the...
RetirementGuySep 17, 20203 minDivorce Rates Spike During COVID PandemicUnlocking two myths about divorce that might help reduce stress Divorce lawyers, marriage counselors and the U.S. court systems are...
