Annuity vs. Mutual Fund: What’s The Difference?
An annuity is a contract between you and an insurance company that’s designed to provide a steady stream of income during retirement. You...
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RetirementGuy
Jan 18, 20231 min read
10 simple investments that can turn your portfolio into an income dynamo
Many people are good at saving up money for retirement. They manage expenses and build up their nest eggs steadily. But when it comes...
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RetirementGuy
Jan 5, 20231 min read
Non-Correlated Assets in Your Retirement Portfolio
Historically, the traditional retirement savings plan largely consisted of a portfolio of stocks and bonds in a ratio of 60/40 or some...
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RetirementGuy
Dec 29, 20221 min read
The SECURE 2.0 Act’s Impact On Roth IRAs
The SECURE Act 2.0 caught a ride on the $1.7 trillion omnibus spending bill that was unveiled on December 19. While the bill presents...
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RetirementGuy
Dec 22, 20222 min read
10 things to consider before year end
Here are ten things that you might consider doing before the end of the year to ensure that you are well-prepared for tax season and have...
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RetirementGuy
Dec 22, 20223 min read
Sequence of returns risk and your retirement
Sequence of returns risk, also known as "order risk" or "timing risk," is a type of risk that occurs in the context of retirement...
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RetirementGuy
Dec 1, 20221 min read
How to approach rebalancing your portfolio this year
Portfolio rebalancing may not be a good idea this year. You may want to avoid it altogether. I’m referring to the process of bringing...
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RetirementGuy
Dec 1, 20221 min read
Where Interest Rates May Land And How It Could Impact Your Retirement
Where does that take us going forward? How much higher can we go? And how will it impact your financial life, including your retirement?...
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RetirementGuy
Nov 25, 20221 min read
How to Invest in Qualified Opportunity Zones: Step-By-Step
The primary benefit of investing in these communities under a qualified opportunity zone program is the deferral of capital gains tax...
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RetirementGuy
Nov 25, 20221 min read
Benefits of a 1031 Exchange
Here’s the good news: The real estate your about-to-retire client owns has increased in value significantly since they bought it. The...
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RetirementGuy
Nov 10, 20221 min read
The era of new age of factor-based investment with passive fundsRead more at:https://economictime
The world of investing is experiencing a significant shift from conventional to new evolved ways. In the last couple of years, passive...
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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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RetirementGuy
Oct 27, 20221 min read
What Is An Annuity Table?
An annuity is a contract between you and an insurance company. The goal is to provide you with guaranteed income in the future, typically...
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RetirementGuy
Oct 27, 20221 min read
Save More for Retirement in 2023 Thanks to Higher IRA and 401(k) Contribution Limits
For anyone saving for retirement with a traditional or Roth IRA, the 2023 limit on annual contributions to their account goes up $500 –...
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RetirementGuy
Oct 6, 20221 min read
Should You Invest Through A Robo Advisor?
Robo Advisors offering ‘automated investment advice’ are all the rage. Many have attracted venture capital, instantly catapulting them...
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RetirementGuy
Sep 29, 20221 min read
Market Setbacks Don’t Need to Set Back Your Retirement Plans
Late last year, in our 2022 U.S. Retirement Market Outlook, we expressed our concern that investment returns might be lower over the next...
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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 25, 20221 min read
The Best Annuities for Income and Growth
These are boom times for annuities, which are providing retirement savers and investors with not only their hallmark stability during...
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RetirementGuy
Aug 25, 20221 min read
10 Dividend Growth Stocks Delivering Impressive Increases
There are two ways to think about dividend growth stocks. You can view them as companies consistently increasing their annual dividend...
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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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