RETIREMENTGUY

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...

We often hear people say that they are good as long as things just keep on moving up and to the right. If only that were the reality. Of...

The subject of financial exploitation of elders in our country has been on law enforcement radar for decades. Significant public...

North Carolina might not have the same notoriety as some other destinations such as California or Florida, but this hidden gem of a state...

While investing in a mega backdoor Roth isn’t suitable to all investors, if your profile fits the bill, you can avail yourself of a way...

The Secure Act has eliminated the stretch IRA for most people who are inheriting an IRA or 401(k). Now, beneficiaries who inherit an IRA...

The SECURE 2.0 Act is a recently enacted significant piece of legislation that has brought about substantial changes to the retirement...

Want a way to see how your portfolio has done, known as backtesting, and see other return and risk metrics? Check out this tool, perfect...

The IRS has announced the annual inflation adjustments for the year 2024, including tax rate schedules, tax tables and cost-of-living...

Tax Day is almost here for most people, so you'll want to file your federal income tax return soon to avoid IRS penalties. The last day...

Organizing your affairs in preparation for the end of your life is an important task, and estate planning is an ongoing process that...

Roughly 70% of Americans have financial regrets from 2023, according to a Credit Karma study. The most common one is not saving money...

Taking over as the caregiver for a loved one can be stressful for many different reasons, and it comes with a lot of unanswered...