RETIREMENTGUY

I thought I had a clear vision of my retirement years. Then, within a span of a few days, I helped my firstborn child move to college and...

I’m a 65-year-old widow and a retired oil and gas accountant. I’ve always done my own financial planning, and I am in great shape...

Upside of renting While many long-time homeowners may resist the idea of renting, don’t dismiss it outright. Instead of sinking money...

For those who have saved a healthy nest egg, retirement is a dream destination, one where you have loads of free time and zero...

Medicare Part A and Part B, also known as Original Medicare or Traditional Medicare, cover a large portion of your medical expenses after...

The gift tax exclusion (a.k.a., the gift tax limit or gift tax exemption) allows you to give money or property each year to family...

While most of us think that our expenses will decline when we retire, that isn’t always the case. It may make sense logically that...

If you’re raising kids, you may feel squeezed as you save for both your own retirement and college expenses for your children. Plus,...

Those of us fortunate to live a long and productive life are likely to face a turning point: a time to retire. "Retirement," however, can...

Retirement is about so much more than money. If wealth were enough, affluent people would have no issues transitioning into their...

What Is an HSA, and How Does It Work? Employees covered by qualifying HDHPs are also allowed to contribute to an HSA. The parameters for...

As technology stocks ascended in the second half of the 1990s, employee stock options were the dominant form of equity compensation, with...

WASHINGTON (AP) — The Federal Reserve kept its key short-term interest rate unchanged Wednesday for a second straight time but left the...

Amidst the financial strain since the Covid-19 pandemic, families and businesses are grappling with mounting levels of debt. When...

Are pensions taxed? Most states tax at least a portion of the income from many types of retirement benefit plans. Your state might have a...

A new study of retirement systems around the world found that the U.S. system is under pressure. But, that doesn’t mean that you can’t...

Employees of publicly traded technology companies are familiar with the roller-coaster ride stock prices have been on in recent years. In...

Off-the-shelf asset-allocation guidance doesn’t vary significantly for people who are still accumulating assets for retirement. Sure,...