RETIREMENTGUY

Any annuity definition should recognize that complexity and consumer confusion have hampered these financial products. Although they may...

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...

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

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...

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

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

Plenty of pundits and market strategists will be giving their postelection analysis in the coming weeks and months. And market volatility...

On November 7, the Federal Open Market Committee is expected to again lower interest rates after an initial cut on September 18. Markets...

Infinite banking is the practice of overfunding a permanent life insurance policy so you can borrow against its cash value. It’s an...

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...

Once, the tale goes, American workers relied upon a three-legged stool for their retirement income: 1) Social Security, 2) pensions, and...

Key Takeaways When it comes to taxes, inflation is great … The rates don’t change, but the brackets expand each year. When they expand,...

One of the most common questions in investing is regarding the right asset allocation. The answer truly depends on your needs, risk...

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...

The April Consumer Price Index (CPI) showed that inflation moderated last month, but a data-dependent Federal Reserve will likely need to...

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...

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...

Roughly 70% of Americans have financial regrets from 2023, according to a Credit Karma study. The most common one is not saving money...

Investing with a specific time horizon in mind is a critical aspect of financial planning. A 4-year time horizon sets a defined period...

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