RETIREMENTGUY

Saving for big dreams—a house, car or wedding—doesn’t mean surviving on ramen, but it does take thoughtful planning. Inflation is driving...

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...

f you’re planning to retire by 50, congratulations are in order. However, before you reach that celebratory milestone, you have a lot to...

Employer-sponsored retirement plans like 401(k)s offer a lot of savings, investment, and tax advantages, but you have to be paying...

WealthManagement.com recently asked readers to nominate the investment book that most helped them in their investing careers. We...

For many Americans, saving for retirement is an intimidating challenge. While there are many options available, one worth considering is...

Often, the decision to take a pension annuity option over an available lump sum option rests on which option provides the greatest...

The COVID-19 pandemic upended the way people live their lives. From mask mandates and stay-at-home orders to vaccines and protective...

If you’re within six months or so of retirement, there are certain things you need to do now to help prepare yourself for the transition...

The 'mega-backdoor Roth IRA' is on the chopping block, too, but neither is a done deal. On Sept. 13, Democrats on the House Ways and...

Mistake No. 1: Not Understanding Your Grant Or How It Works This point may seem obvious, but you’d be surprised. Employees sometimes tell...

These calculators can help you begin thinking about what you can do to maximize the amount you will receive from Social Security in...

(Common Biases that Investors Face) Behavioral finance biases….where do I begin? Is this really an article about potential pitfalls that...

Schwab Retirement Plan Services has launched an interactive, online dashboard that helps retirement plan participants assess their...

Sometimes, older Americans discover that retirement just isn't a good fit. Whether due to needing more income or wanting personal...

The inflation worries that have been building up among investors have finally become a reality. While the Federal Reserve is calling...

MANY PEOPLE FEAR running out of money in retirement. Creating a retirement budget can help you make sure this doesn't happen. A...

“Keep it Simple, Stupid” is a great approach to organizing your finances Some folks think financial planning is very difficult. While...

For America’s biggest banks, the past twelve months have been one of the biggest tests of their resilience in history. The Coronavirus...

Pre-retirees and retirees have always faced several serious retirement planning challenges. On the one hand, it’s great that many people...