RETIREMENTGUY

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...

Tax season is here, and many investors are looking at their capital gains and losses in 2023 to determine what they will owe in taxes....

While the inflation rate has been easing downward, retirees' budgets are still being stretched pretty thin. Over the past few years,...

Key Takeaways Money can’t stay in an IRA or 401(k) forever. Your required beginning date, or RBD, is when you have to start taking the...

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....