top of page
Search


RetirementGuy
Feb 61 min read
20 IRA Mistakes to Avoid
For a vehicle with an annual contribution limit of just $7,000 ($8,000 for those over 50), investors sure have a lot riding on IRAs....
81 views
0 comments


RetirementGuy
Feb 61 min read
Eight Reasons Why Your Home Insurance Costs Are Surging
It's no secret that home insurance costs are rising, in large part due to increased claims from floods or other natural disasters,...
59 views
0 comments


RetirementGuy
Jan 161 min read
Annuity Definition and 14 Terms You Need to Know
Any annuity definition should recognize that complexity and consumer confusion have hampered these financial products. Although they may...
42 views
0 comments


RetirementGuy
Jan 21 min read
How to Roll Over an Old 401(k)
Old 401(k)s are a little like the old clothes in the back of your closet. You know you should do something about them—try them on and...
48 views
0 comments
RetirementGuy
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...
29 views
0 comments


RetirementGuy
Dec 12, 20241 min read
5 Ways to Be a Savvy Investor in 2025
Christine, let’s find out how to be more savvy in 2025 with our investments. Your first tip for the year ahead is to make sure that...
52 views
0 comments


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...
50 views
0 comments


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...
24 views
0 comments


RetirementGuy
Nov 14, 20241 min read
What Investors Should Focus on After Election Day
Plenty of pundits and market strategists will be giving their postelection analysis in the coming weeks and months. And market volatility...
46 views
0 comments


RetirementGuy
Oct 3, 20241 min read
What To Expect For Interest Rates From The November Fed Meeting
On November 7, the Federal Open Market Committee is expected to again lower interest rates after an initial cut on September 18. Markets...
42 views
0 comments


RetirementGuy
Aug 29, 20241 min read
What Is Infinite Banking and How To Start Being Your Own Bank (2024 Guide)
Infinite banking is the practice of overfunding a permanent life insurance policy so you can borrow against its cash value. It’s an...
45 views
0 comments


RetirementGuy
Aug 15, 20241 min read
4 Strategies For Retirees To Protect Against Stock Market Crashes
Are you a pre-retiree or retiree who’s nervous about the recent stock market volatility? Worried that it might be the start of a stock...
108 views
0 comments


RetirementGuy
Jul 31, 20241 min read
The ‘Three-Legged Stool’ of Retirement Is Missing a Leg
Once, the tale goes, American workers relied upon a three-legged stool for their retirement income: 1) Social Security, 2) pensions, and...
59 views
0 comments


RetirementGuy
Jul 11, 20241 min read
Is High Inflation a Good Time for Roth IRA Conversions?
Key Takeaways When it comes to taxes, inflation is great … The rates don’t change, but the brackets expand each year. When they expand,...
55 views
0 comments


RetirementGuy
Jul 11, 20241 min read
Asset Allocation For Retirement: Understanding Stocks And Bonds
One of the most common questions in investing is regarding the right asset allocation. The answer truly depends on your needs, risk...
40 views
0 comments


RetirementGuy
Jun 13, 20241 min read
Tips for Navigating the New FAFSA
It’s not too late to fill out the Free Application for Federal Student Aid—not even for the school year that is just ending. The official...
20 views
0 comments


RetirementGuy
May 16, 20241 min read
April CPI Report Offers Some Relief: What the Experts Are Saying About Inflation
The April Consumer Price Index (CPI) showed that inflation moderated last month, but a data-dependent Federal Reserve will likely need to...
27 views
0 comments


RetirementGuy
Apr 25, 20241 min read
Is A Mega Backdoor Roth Right For You? How To Figure That Out
While investing in a mega backdoor Roth isn’t suitable to all investors, if your profile fits the bill, you can avail yourself of a way...
70 views
0 comments


RetirementGuy
Apr 11, 20241 min read
Test your investment portfolio with this tool
Want a way to see how your portfolio has done, known as backtesting, and see other return and risk metrics? Check out this tool, perfect...
41 views
0 comments


RetirementGuy
Mar 28, 20241 min read
This 120-Year-Old Principle Will Help You Build Wealth With Less Stress
Roughly 70% of Americans have financial regrets from 2023, according to a Credit Karma study. The most common one is not saving money...
156 views
0 comments
bottom of page