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How do you know it’s time to retire?
The American workforce is aging. According to data from the US Bureau of Labor Statistics, the median age of the American labor force was...
RetirementGuy
Jul 11, 20241 min read
88 views
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Things Change: Is It Time to Update Your Retirement Plan?
Unless you have done zero work on retirement, you have a plan. It may be outdated, formal or informal, producing good results or not. But...
RetirementGuy
Jun 27, 20241 min read
58 views
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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...
RetirementGuy
Jun 13, 20241 min read
108 views
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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...
RetirementGuy
Jun 13, 20241 min read
130 views
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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...
RetirementGuy
May 16, 20241 min read
107 views
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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...
RetirementGuy
May 9, 20241 min read
97 views
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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...
RetirementGuy
May 9, 20241 min read
77 views
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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...
RetirementGuy
May 2, 20241 min read
53 views
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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...
RetirementGuy
May 2, 20241 min read
38 views
0 comments


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...
RetirementGuy
May 2, 20241 min read
44 views
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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...
RetirementGuy
Apr 25, 20241 min read
70 views
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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...
RetirementGuy
Feb 29, 20241 min read
99 views
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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...
RetirementGuy
Feb 22, 20241 min read
179 views
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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...
RetirementGuy
Feb 8, 20241 min read
125 views
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Charted: Top 10 Retirement Planning Mistakes
According to professionals, the most common retirement planning mistakes are time-related, like outliving savings or not understanding...
RetirementGuy
Jan 11, 20241 min read
133 views
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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...
RetirementGuy
Dec 21, 20231 min read
177 views
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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...
RetirementGuy
Dec 21, 20231 min read
169 views
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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...
RetirementGuy
Dec 14, 20231 min read
68 views
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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...
RetirementGuy
Dec 14, 20231 min read
110 views
0 comments


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...
RetirementGuy
Dec 14, 20231 min read
117 views
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