10 things to consider before year end
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...
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RetirementGuy
Aug 11, 20221 min read
50 Tips To Help You Retire by Age 50
f you’re planning to retire by 50, congratulations are in order. However, before you reach that celebratory milestone, you have a lot to...
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RetirementGuy
Aug 4, 20221 min read
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
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
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
Jan 6, 20221 min read
Why COVID-19 Is Changing the Way We View Money
The COVID-19 pandemic upended the way people live their lives. From mask mandates and stay-at-home orders to vaccines and protective...
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RetirementGuy
Nov 10, 20211 min read
6 Things You Can Do Right Now to Ensure Your Money Will Last in Retirement
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...
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RetirementGuy
Sep 23, 20211 min read
Is the Door Closing on Backdoor Roth IRAs?
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...
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RetirementGuy
Sep 16, 20211 min read
5 Big Mistakes To Avoid With Stock Options And Restricted Stock Units
Mistake No. 1: Not Understanding Your Grant Or How It Works This point may seem obvious, but you’d be surprised. Employees sometimes tell...
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RetirementGuy
Aug 26, 20211 min read
10 Social Security Calculators That Can Help You Decide When to Claim
These calculators can help you begin thinking about what you can do to maximize the amount you will receive from Social Security in...
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RetirementGuy
Aug 26, 20211 min read
The 7 Deadly Sins of Behavioral Finance
(Common Biases that Investors Face) Behavioral finance biases….where do I begin? Is this really an article about potential pitfalls that...
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RetirementGuy
Aug 19, 20211 min read
Schwab Launches Interactive Platform to Help Retirement Savers
Schwab Retirement Plan Services has launched an interactive, online dashboard that helps retirement plan participants assess their...
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RetirementGuy
Aug 5, 20211 min read
Retired and returning to work: How the extra income could collide with other financial consideration
Sometimes, older Americans discover that retirement just isn't a good fit. Whether due to needing more income or wanting personal...
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RetirementGuy
Jun 17, 20211 min read
3 Best Investments for Inflation
The inflation worries that have been building up among investors have finally become a reality. While the Federal Reserve is calling...
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RetirementGuy
Mar 19, 20211 min read
How to Create a Retirement Budget
MANY PEOPLE FEAR running out of money in retirement. Creating a retirement budget can help you make sure this doesn't happen. A...
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RetirementGuy
Feb 25, 20213 min read
Improving Your Financial Health is Not Very Hard
“Keep it Simple, Stupid” is a great approach to organizing your finances Some folks think financial planning is very difficult. While...
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RetirementGuy
Jan 28, 20211 min read
America’s Best And Worst Banks 2021
For America’s biggest banks, the past twelve months have been one of the biggest tests of their resilience in history. The Coronavirus...
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RetirementGuy
Dec 24, 20201 min read
6 Retirement Secrets From Successful Retirees
Pre-retirees and retirees have always faced several serious retirement planning challenges. On the one hand, it’s great that many people...
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RetirementGuy
Nov 19, 20201 min read
4 Signs You're On Track for Early Retirement
If you're eager to quit working as soon as possible, you'll need to make sure you have all your ducks in a row when it comes time to...
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