top of page
Search
RetirementGuy
Aug 19, 20211 min read
Upgrade Your Mindset Around Retirement
I want to outlaw the word ‘retirement’ from the vocabulary. Basta! To upgrade our mindset around the concept of retirement. Why? Because...
85 views0 comments
RetirementGuy
Aug 12, 20211 min read
How to Protect Your Social Security Number
There are several organizations that require your Social Security number, including your employer, the IRS, and financial institutions....
8 views0 comments
RetirementGuy
Aug 5, 20211 min read
Retired and returning to work: How the extra income could collide with other financial consideration
Sometimes, older Americans discover that retirement just isn't a good fit. Whether due to needing more income or wanting personal...
96 views0 comments
RetirementGuy
Jul 1, 20211 min read
12 Best Personal Finance Courses
If you want to learn how to make smart financial decisions, save more and eliminate debt, you're in luck. Today, there are plenty of...
113 views0 comments
RetirementGuy
May 6, 20211 min read
How to Save Money for Your Kids
Starting a family almost always means parents will need to make adjustments to their finances. From buying birthday presents to paying...
46 views0 comments
RetirementGuy
Apr 15, 20211 min read
10 Money Mistakes to Avoid in Your 20s
Your 20s are filled with milestones and life-changing experiences. It’s a time when the things you learn start to become habits and when...
98 views0 comments
RetirementGuy
Apr 15, 20213 min read
Protecting Yourself from the Next Bernie Madoff
Bernie Madoff, mastermind of the biggest investment fraud in history after he defrauded more than 40,000 people of over $65 billion, died...
80 views0 comments
RetirementGuy
Mar 19, 20211 min read
How to Create a Retirement Budget
MANY PEOPLE FEAR running out of money in retirement. Creating a retirement budget can help you make sure this doesn't happen. A...
112 views0 comments
RetirementGuy
Mar 11, 20212 min read
Beware Scams at Tax Time
Here’s what to know and how to protect yourself. Identity thieves often swipe your bank or credit card account numbers, birth date...
9 views0 comments
RetirementGuy
Mar 4, 20212 min read
Beware Scams at Tax Time
Here’s what to know and how to protect yourself. Identity thieves often swipe your bank or credit card account numbers, birth date...
47 views0 comments
RetirementGuy
Feb 25, 20213 min read
Improving Your Financial Health is Not Very Hard
“Keep it Simple, Stupid” is a great approach to organizing your finances Some folks think financial planning is very difficult. While...
107 views0 comments
RetirementGuy
Feb 18, 20213 min read
Composing Your Financial Symphony
Any classical music composer will tell you that creating a symphony requires a delicate balance of sounds, melodies, and harmonies. Each...
10 views0 comments
RetirementGuy
Feb 10, 20211 min read
Rules of Engagement: How to NOT Fight with Your Fiancé About Money
Dear Carrie, My boyfriend and I just got engaged. While we agree on most things, we seem to have a lot of differences when it comes to...
55 views0 comments
RetirementGuy
Jan 28, 20211 min read
America’s Best And Worst Banks 2021
For America’s biggest banks, the past twelve months have been one of the biggest tests of their resilience in history. The Coronavirus...
257 views0 comments
RetirementGuy
Dec 17, 20201 min read
Prepare for a First Financial Advisor Meeting
THE FIRST MEETING WITH a financial advisor is pivotal. It will not only help set the stage for your professional relationship, but also...
88 views0 comments
RetirementGuy
Nov 5, 20201 min read
7 Tips for Long-Term Investing
Investing is a long game. Whether you want to invest for retirement or grow your savings, it’s best when you put money to work in markets...
111 views0 comments
RetirementGuy
Oct 29, 20201 min read
Avoid Identity Theft - Checklist
This is a checklist I want to share with you which you can use to help reduce the chances that your identity is not stolen and used...
85 views0 comments
RetirementGuy
Oct 22, 20201 min read
Behavioral Finance Techniques Advisors Are Using in 2020
Behavioral finance is the study of psychological biases that can influence investor behavior and by extension the stock market. "(It) is...
83 views0 comments
RetirementGuy
Aug 27, 20203 min read
Eight suggestions on your way to establishing true financial wellness
Eight suggestions on your way to establishing true financial wellness August is National Wellness Month, an entire month where we can...
158 views0 comments
RetirementGuy
Aug 20, 20201 min read
How to Get Preapproved for a Mortgage
WITH MORTGAGE preapproval, a lender checks your credit and evaluates details about your income, debts and assets using documents...
53 views0 comments
bottom of page