Foundations

Dec 12, 20241 min read

How To Save For Major Purchases In 2025 In Today’s Rate Environment

Saving for big dreams—a house, car or wedding—doesn’t mean surviving on ramen, but it does take thoughtful planning. Inflation is driving...

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12 Essential Tips Every Beginner Should Know About Investing

RetirementGuy

Nov 14, 20241 min read

12 Essential Tips Every Beginner Should Know About Investing

Investing can be both exciting and daunting, especially for newcomers who face a myriad of choices. To build a successful investment...

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How Trusts Can Be Used to Protect LLCs From Creditors

RetirementGuy

Nov 14, 20241 min read

How Trusts Can Be Used to Protect LLCs From Creditors

Even though the owner of a limited liability company (LLC) is generally protected from a lawsuit originating from inside of an LLC — the...

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RetirementGuy

Feb 29, 20241 min read

5 Financial Tips for Newlyweds

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...

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RetirementGuy

Feb 1, 20241 min read

Six of the Best Budgeting Apps

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

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6 Ways To Begin Your Retirement Planning In Your 20s

RetirementGuy

Jun 1, 20231 min read

6 Ways To Begin Your Retirement Planning In Your 20s

When you’re in your 20s, retirement seems like a lifetime away. But life happens fast. If you want to enjoy your golden years, you’ll...

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Joint Account With Rights of Survivorship and Alternatives Explained

RetirementGuy

Apr 6, 20231 min read

Joint Account With Rights of Survivorship and Alternatives Explained

The goal for most parents when they ask about this is to give their children access to their money during an emergency. It seems like it...

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Best Credit Cards for Bad Credit of April 2023

RetirementGuy

Apr 6, 20231 min read

Best Credit Cards for Bad Credit of April 2023

If your credit score is in the doldrums, you won’t qualify for a lot of standard credit cards–especially the best rewards credit cards....

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6 Questions Your Financial Adviser Should be Asking

RetirementGuy

Jan 26, 20231 min read

6 Questions Your Financial Adviser Should be Asking

Unless your adviser has a complete picture of your current financial situation and really understands your goals (and challenges) moving...

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RetirementGuy

Nov 10, 20221 min read

The science behind money and emotion

How to make better financial decisions Have you ever gotten emotional about money? Even the most successful, rational investors sometimes...

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How Some Traders Double-Up On Retirement Plan Contributions

RetirementGuy

Sep 22, 20221 min read

How Some Traders Double-Up On Retirement Plan Contributions

Traders are pros at investing, and they understand the power of tax-free compounding while saving for retirement. However, wages are...

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RetirementGuy

Aug 11, 20221 min read

50 Tips To Help You Retire by Age 50

f you’re planning to retire by 50, congratulations are in order. However, before you reach that celebratory milestone, you have a lot to...

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RetirementGuy

Aug 4, 20221 min read

Great Deals on Family Friendly Trips

The pandemic took a toll on family gatherings. Vacations with grandparents and extended family were canceled or put on hold until health...

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In What Order Should You Tap Your Retirement Funds?

RetirementGuy

Jun 30, 20221 min read

In What Order Should You Tap Your Retirement Funds?

You work hard for decades and save diligently for retirement, but unfortunately, you can’t retire from paying taxes. An important part of...

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Poll: 15 Classic Books on Investing and the Markets

RetirementGuy

May 19, 20221 min read

Poll: 15 Classic Books on Investing and the Markets

WealthManagement.com recently asked readers to nominate the investment book that most helped them in their investing careers. We...

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5 Fun Ways To Teach Your Kids (and Grandkids) About Money

RetirementGuy

Apr 21, 20221 min read

5 Fun Ways To Teach Your Kids (and Grandkids) About Money

Teaching kids about money can set them up to have a solid financial future. But most of that teaching needs to start at home. Experts...

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RetirementGuy

Jan 27, 20221 min read

2022 Annual Numbers 1-pager

Look no further. All your 2022 annual numbers for tax, savings, medicare, etc are included in one page.

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Why COVID-19 Is Changing the Way We View Money

RetirementGuy

Jan 6, 20221 min read

Why COVID-19 Is Changing the Way We View Money

The COVID-19 pandemic upended the way people live their lives. From mask mandates and stay-at-home orders to vaccines and protective...

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Smart Money Podcast: Holiday Shopping Trends and Self-Employed Retirement Options

RetirementGuy

Nov 17, 20211 min read

Smart Money Podcast: Holiday Shopping Trends and Self-Employed Retirement Options

You’ve probably heard that holiday shopping this year is going to be a little unusual. The findings from NerdWallet’s 2021 Holiday...

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RetirementGuy

Aug 26, 20211 min read

The 7 Deadly Sins of Behavioral Finance

(Common Biases that Investors Face) Behavioral finance biases….where do I begin? Is this really an article about potential pitfalls that...

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