Why Retirees Need a Balanced Portfolio
The problem with that all-equity portfolio is that if you hit it exactly wrong, and you picked a terrible time to retire with that...
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RetirementGuy
Aug 10, 20231 min read
Top 10 Steps if You're 10 Years From Retirement
Retirement might be considered the grandest of milestones in a person’s professional life, but another often overlooked turning point...
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RetirementGuy
Aug 3, 20231 min read
Best Travel Rewards Credit Cards July 2023
This article covers our selection of best travel rewards credit cards. We may get compensation if you visit partner links on our site. We...
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RetirementGuy
Jul 27, 20231 min read
What is an annuity and when is it a smart investment?
If you’re nearing retirement, one of the most important (and potentially stressful) questions you have to ask yourself is “do I have...
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RetirementGuy
Jul 27, 20231 min read
How to Avoid Outliving Your Retirement Savings
Most people look forward to retirement and the prospect of new hobbies, travel and quality time with family. Improvements in medical care...
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RetirementGuy
Jul 20, 20231 min read
In Life (And Retirement) Money Won’t Buy You Happiness
The Beatles once said that money can’t buy you love, but money also can’t buy you happiness. Financial planners see people from across...
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RetirementGuy
Jul 20, 20231 min read
How to Optimize Taxes When You Tap Your Retirement Accounts
Typically, the conventional wisdom suggests a sequential approach to account withdrawal post-retirement, starting with taxable accounts,...
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RetirementGuy
Jul 13, 20231 min read
Retirement Requires a Shift in Mindset: Are You Ready for That?
When it comes to retirement planning, one should take priority over the other, considering that it is possible to retire without growth,...
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RetirementGuy
Jul 13, 20231 min read
13 States That Won't Tax Your Retirement Income
If you want to pay less taxes during retirement, moving to a state that won't tax your retirement income is an option. Some states tax...
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RetirementGuy
Jun 29, 20231 min read
4 Top Tips to Lead a Fulfilling Life After Retirement
Life after retirement can be the best time of your life. It can also be socially isolating, boring, and restrictive. The difference...
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RetirementGuy
Jun 26, 20231 min read
2023 Roth Conversion Calculator
Just updated for 2023: Use this Roth Conversion Calculator to understand the tax implications of doing a Roth conversion in 2023. Compare...
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RetirementGuy
Jun 26, 20231 min read
Millennials Worry About Their Parents' Finances
Inheritances might be how you build generational wealth, but according to a new study conducted by Edward Jones and Age Wave research,...
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RetirementGuy
Jun 22, 20231 min read
5 Things To Know About Working Beyond Traditional Retirement Age
The Bureau of Labor Statistics estimates that over the next decade the labor market will continue to age, with the greatest growth coming...
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RetirementGuy
Jun 22, 20231 min read
Three Common Social Security Misconceptions: Don’t Make a Claiming Mistake
Although Social Security provides a significant portion of the income most retirees depend on when their paycheck goes away, many people...
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RetirementGuy
Jun 15, 20231 min read
Will You Have a Happy Retirement (Even With Enough Money)?
Imagine it’s a Saturday evening and you’re headed out to a new restaurant. You’re excited, but of course you won’t know whether you’ll...
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RetirementGuy
Jun 1, 20231 min read
'I'm 50 And I Have Never Saved For Retirement. What Should I Do?'
A financial planner was asked recently: "I am 50 and I have never saved for retirement. What should I do?" If you identify with this...
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RetirementGuy
May 25, 20231 min read
Where to get the best employee benefits across the US
As graduates look to jump-start their careers this summer, they may want to pay extra attention to where their potential employer is...
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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 18, 20231 min read
Financial Tips For A Happier Retirement
They say money can't buy you happiness; similarly, money won't ensure a happy retirement. That being said, not having enough money to...
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RetirementGuy
May 11, 20231 min read
Will You Pay Higher Taxes in Retirement?
Let us first talk about Social Security tax, which is unique. And keep in mind that before 1983, Social Security benefits were not taxed....
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