RETIREMENTGUY

Investing with a specific time horizon in mind is a critical aspect of financial planning. A 4-year time horizon sets a defined period...

A few months before our son’s recent wedding, I sat down with him and his fiancée and talked about (what else?) money. I’ll be doing the...

While we often worry about saving enough for retirement, the cost of loneliness is rising as an equal threat to a happy, healthy...

When it comes time to retire, many people automatically think of heading to the sunny states of Florida or Arizona. With their warm...

After I wrote a series of columns in 2022 about elder care planning for family members, I received a number of responses like this one:...

In the world of retirement, a growing concern emerges as retirees, despite having the financial means for their envisioned retirement...

According to a study by the Pew Research Center, about 27 percent of American seniors live solo. They can include your aging parent or...

Inherited IRA beneficiaries should be aware of several important tax considerations — especially considering recent rule changes and...

Heading into retirement brings a slew of new topics to grapple with, and one of the most maddening may be Medicare. Figuring out when to...

Deciding when to take Social Security benefits is one of the most important questions to answer in planning your retirement strategy....

An estate plan lays out how you want your assets handled at your death or when you’re physically or mentally incapacitated. No wonder...

The popular budgeting app Mint is shutting down, leaving about 3.6 million customers in search of another way to track their spending....

A 529 college savings plan appeals to many Americans who want to put away money for their children’s education expenses, as investments...

Navigating all of life’s curveballs can be one of the hardest parts of responsible life planning. No one can predict exactly what life...

According to professionals, the most common retirement planning mistakes are time-related, like outliving savings or not understanding...

The holiday season is the perfect time for families to discuss charitable giving. With everyone gathered for holiday get-togethers, an...

Retirees aren't the only snowbirds moving to where it’s warm this winter. Remote workers are also following suit. In fact, the Census...

Cooling inflation and a recent stock market surge have delivered a welcome comeback for many retirement savings accounts. Toss in the...