What Will a Government Shutdown Do?
The increasing likelihood of a government shutdown is spotlighting several federal agencies. But the IRS has been in the news lately,...
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RetirementGuy
Sep 21, 20231 min read
Downside protection in your investment account
Are you looking to protect your portfolio from some downside risk but want to avoid an annuity or going all to cash? Have you heard of...
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RetirementGuy
Sep 14, 20231 min read
Annuities Have an Awareness Problem: Why That Matters
In the 1934 comedy classic It’s a Gift, W.C. Fields’ character encounters an aggressive, slick-talking annuities salesman in an indelible...
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RetirementGuy
Sep 14, 20231 min read
The Problem With 401(k) Catch-Up Contributions for 2024
Under SECURE 2.0, if you are at least 50 years old and earned $145,000 or more in the previous year, you can make catch-up contributions...
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RetirementGuy
Aug 24, 20231 min read
How To Balance Your Lifestyle and a Safe Withdrawal Rate in Retirement
Lifestyle considerations are the next key takeaway as we think about the conclusions that we can use to inform starting safe withdrawal...
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RetirementGuy
Aug 10, 20231 min read
Free Goal & Retirement Calculator
Check this out if you want a free tool that provides goal and retirement planning. https://www.nerdwallet.com/calculator/retirement-calcu...
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RetirementGuy
Jul 27, 20231 min read
Chartbook - Market data in one concise PowerPoint
Schwab puts together a quarterly chartbook which provides data on markets, investing, commodities, bonds, stocks, tax, inflation data and...
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RetirementGuy
Jul 13, 20231 min read
Best Variable Annuities of this month
A variable annuity is a way to get the stability of a traditional annuity product with the gains of an investment account—for a price....
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RetirementGuy
Jun 15, 20231 min read
Want to Get Rich and Stay Rich? Avoid 10 Investing Mistakes
Sometimes it’s not making all the right moves but avoiding making the wrong ones that can make all the difference. Take investing, for...
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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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RetirementGuy
May 25, 20231 min read
Debt Ceiling Crisis: What Did Stocks Do the Last Time the U.S. Nearly Defaulted?
The halting pace of negotiations over the debt ceiling crisis is quite understandably making market participants increasingly nervous....
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RetirementGuy
May 18, 20231 min read
7 of the Best High-Dividend ETFs
Thanks to rising interest rates, fixed-income investors can once again enjoy competitive yields on assets like Treasury bills and...
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RetirementGuy
May 4, 20231 min read
Independent Contractors vs. Employees: There's a Difference
It is important to be productive and earn money in our society; any successful person knows that and, in addition, should understand...
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RetirementGuy
Apr 27, 20231 min read
Money Market Account Vs. High-Yield Savings Account
With so many savings options out there, deciding where to store your cash can be challenging. Both money market accounts and high-yield...
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RetirementGuy
Apr 20, 20231 min read
Why Treasury Bills Are a Good Bet
Savings rates have continued to go up this year, so if you’ve been looking for a place to store your savings and earn interest in the...
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RetirementGuy
Mar 23, 20231 min read
Publicly Traded REITs vs. Non-Traded REITs: What’s the Difference?
REITs come in many different forms, with varying criteria. However, many prospective investors might not understand the differences — and...
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RetirementGuy
Mar 9, 20231 min read
Annuities: 10 Things You Should Know
Out of favor for a long while, annuities — the controversial and often misunderstood long-term insurance contracts — are getting more...
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RetirementGuy
Mar 2, 20231 min read
Rates for various Cash & Cash Equivalent Products
How is your cash? Sitting idle? Is your bank still paying less than 1% on deposits? Check out this list of cash and cash equivalent...
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RetirementGuy
Mar 2, 20231 min read
Tax-Deferred Retirement-Bucket Portfolios for Mutual Fund Investors
These model portfolios are geared toward retired investors who are drawing upon their tax-deferred accounts to meet a portion of their...
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RetirementGuy
Feb 2, 20231 min read
Maximizing Your Investment Strategies In A Volatile Market
Recently, Morgan Stanley’s Mike Wilson warned of the stock market's "hall of mirrors," — saying that the recent uptick in market...
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