That retirement calculator is lying to you and your clients
Anyone who puts even minimal elbow grease into retirement planning is well aware of “the number,” the anxiety-producing seven-figure sum...
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RetirementGuy
Jun 131 min read
Stop Doing These Things In Retirement Planning
One of my favorite reads this year has been Michael Easter's Scarcity Brain. In chapter four, "Why We Crave More,” he describes how we’re...
129 views0 comments
RetirementGuy
May 161 min read
A Retirement Readiness Checklist
As the mother of six kids, one of whom had special needs, my mom was organized, to say the least. She carefully calibrated her schedule...
107 views0 comments
RetirementGuy
May 91 min read
Tax Loss Harvesting And Your Retirement
As you near retirement, tax strategies become increasingly important not only in your day to day life but also on your investments. An...
96 views0 comments
RetirementGuy
May 91 min read
How Retirement Income Guardrails Can Ease Clients’ Worries
Retirement income guardrails—strategies that predetermine when spending retirement adjustments would be made and the spending adjustments...
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RetirementGuy
May 21 min read
Risk in Retirement: What’s the Right Level for You?
We often hear people say that they are good as long as things just keep on moving up and to the right. If only that were the reality. Of...
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RetirementGuy
May 21 min read
New Report Reveals Ever Increasing Risk Of Elder Financial Fraud
The subject of financial exploitation of elders in our country has been on law enforcement radar for decades. Significant public...
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RetirementGuy
May 21 min read
6 Towns Perfect For Retirement In North Carolina
North Carolina might not have the same notoriety as some other destinations such as California or Florida, but this hidden gem of a state...
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RetirementGuy
Apr 251 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...
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RetirementGuy
Feb 291 min read
The Cost of Loneliness in Retirement
While we often worry about saving enough for retirement, the cost of loneliness is rising as an equal threat to a happy, healthy...
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RetirementGuy
Feb 221 min read
The Five Stages of Retirement (and How to Skip Three of Them)
In the world of retirement, a growing concern emerges as retirees, despite having the financial means for their envisioned retirement...
178 views0 comments
RetirementGuy
Feb 81 min read
Aging Alone: What It Takes For Success On Your Journey
According to a study by the Pew Research Center, about 27 percent of American seniors live solo. They can include your aging parent or...
125 views0 comments
RetirementGuy
Jan 111 min read
Charted: Top 10 Retirement Planning Mistakes
According to professionals, the most common retirement planning mistakes are time-related, like outliving savings or not understanding...
133 views0 comments
RetirementGuy
Dec 21, 20231 min read
10 Best Destinations For Snowbirds This Winter
Retirees aren't the only snowbirds moving to where it’s warm this winter. Remote workers are also following suit. In fact, the Census...
176 views0 comments
RetirementGuy
Dec 21, 20231 min read
The biggest changes for retirement coming in 2024
Cooling inflation and a recent stock market surge have delivered a welcome comeback for many retirement savings accounts. Toss in the...
169 views0 comments
RetirementGuy
Dec 14, 20231 min read
Why I’m Reimagining My Retirement
I thought I had a clear vision of my retirement years. Then, within a span of a few days, I helped my firstborn child move to college and...
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RetirementGuy
Dec 14, 20231 min read
I’m 65 and my retirement plans blew up when my husband died. My mom had dementia. Should I prepare f
I’m a 65-year-old widow and a retired oil and gas accountant. I’ve always done my own financial planning, and I am in great shape...
110 views0 comments
RetirementGuy
Dec 14, 20231 min read
Does It Make Sense to Rent in Retirement?
Upside of renting While many long-time homeowners may resist the idea of renting, don’t dismiss it outright. Instead of sinking money...
117 views0 comments
RetirementGuy
Dec 7, 20231 min read
Why It’s Important to Retire With Purpose
For those who have saved a healthy nest egg, retirement is a dream destination, one where you have loads of free time and zero...
92 views0 comments
RetirementGuy
Nov 30, 20231 min read
Gen X Parents: Saving for Retirement and College?
If you’re raising kids, you may feel squeezed as you save for both your own retirement and college expenses for your children. Plus,...
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