401(k) Secrets: Capitalize On Net Unrealized Appreciation (NUA)
Employer-sponsored retirement plans like 401(k)s offer a lot of savings, investment, and tax advantages, but you have to be paying...
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RetirementGuy
Jul 28, 20221 min read
The 8 economists who decide if the U.S. is in a recession
Democrats and Republicans have begun arguing over whether the U.S. economy is in a recession ahead of a key data release on Thursday. But...
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RetirementGuy
Jul 21, 20221 min read
View MYGA Rates
What is a MYGA? A MYGA, or Multi-Year Guaranteed Annuity, is a simple product that offers a guaranteed rate of return over a fixed period...
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RetirementGuy
Jul 14, 20221 min read
3 Ways to Keep Inflation from Shrinking Your Retirement
Inflation has been a hot topic for months and likely will be well into 2022. Its impact is immense; with inflation at its highest level...
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RetirementGuy
Jun 30, 20221 min read
In What Order Should You Tap Your Retirement Funds?
You work hard for decades and save diligently for retirement, but unfortunately, you can’t retire from paying taxes. An important part of...
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RetirementGuy
Jun 23, 20221 min read
10 Rules for Investing After Retiring
When it comes to investment portfolios, retirees have a much different set of objectives, risk tolerances and time horizons compared to...
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RetirementGuy
Jun 16, 20221 min read
Are we in a recession? Check out "GDP Now"...
Check out this free tool that estimates the current economic output of the United States. This is one resource I use when talking to...
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RetirementGuy
Jun 9, 20221 min read
10 Reasons For Financial Check-Ups As You Save For Retirement
Check-ups are a part of life, from your physical check-ups at the doctor, to your dental check-ups at the dentist – even your car gets a...
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RetirementGuy
May 19, 20221 min read
Poll: 15 Classic Books on Investing and the Markets
WealthManagement.com recently asked readers to nominate the investment book that most helped them in their investing careers. We...
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RetirementGuy
May 19, 20221 min read
What Is An Annuity And How Does It Work?
For many Americans, saving for retirement is an intimidating challenge. While there are many options available, one worth considering is...
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RetirementGuy
May 10, 20221 min read
Are You Comparing Your Retirement Investment Returns To The Right Metric?
I often hear people discuss “good investment returns.” What is a “good” return? Does that simply mean a return that is not negative? But...
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RetirementGuy
May 10, 20221 min read
Why a Pension Lump Sum Option Is Better Than an Annuity Payment
Often, the decision to take a pension annuity option over an available lump sum option rests on which option provides the greatest...
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RetirementGuy
May 10, 20221 min read
Market Volatility and You
Accepting volatility when investing is essential for an investor's long-term success. We all know recessions are a part of the normal...
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RetirementGuy
Apr 21, 20221 min read
What is Enhanced Dollar Cost Averaging and How Can it Improve Returns?
You’ve heard about dollar-cost averaging (DCA), also known as the constant dollar plan. Now, let’s dive into enhanced dollar cost...
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RetirementGuy
Mar 17, 20221 min read
How to Cope With Stock Market Losses in Retirement
The global pandemic, war in Ukraine and other world events have contributed to wild swings in the stock market. Retirement savers have...
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RetirementGuy
Jan 27, 20221 min read
2022 Annual Numbers 1-pager
Look no further. All your 2022 annual numbers for tax, savings, medicare, etc are included in one page.
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RetirementGuy
Jan 27, 20221 min read
8 Facts You Need to Know About Stock Market Corrections
An ugly start to 2022 has forced investors to reckon with the dreaded "C" word. That's right: One of the three major indexes is...
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RetirementGuy
Jan 13, 20221 min read
A beginner’s guide to real estate investing, according to experts
The coronavirus pandemic has put a lot into perspective for many of us. While no one’s quarantine experience was the same, one thing we...
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RetirementGuy
Jan 13, 20221 min read
Factoring Inflation into Your Retirement Plan
Right now, inflation is top of mind for everyone, perhaps especially retirees. Inflation is important. But it is only one of the risks...
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RetirementGuy
Jan 6, 20221 min read
How to Handle an Increase in Your Long-Term Care Premiums
The cost of living rises every year, which makes paying for basic expenses more difficult. Long-term care (LTC) premiums are increasing,...
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