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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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RetirementGuy
Nov 5, 20201 min read
7 Tips for Long-Term Investing
Investing is a long game. Whether you want to invest for retirement or grow your savings, it’s best when you put money to work in markets...
111 views0 comments
RetirementGuy
Oct 22, 20201 min read
Behavioral Finance Techniques Advisors Are Using in 2020
Behavioral finance is the study of psychological biases that can influence investor behavior and by extension the stock market. "(It) is...
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RetirementGuy
Aug 27, 20203 min read
Eight suggestions on your way to establishing true financial wellness
Eight suggestions on your way to establishing true financial wellness August is National Wellness Month, an entire month where we can...
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RetirementGuy
Jun 24, 20202 min read
IRS Offers Relief to Retirement Plan Participants
New guidelines for retirement loans and distributions due to COVID-19 On June 19, 2020, the Internal Revenue Service announced new...
132 views0 comments
RetirementGuy
May 29, 20201 min read
3 Reasons Investors Shouldn't Leave the Old 401(k) Behind
[Taken from the Library of Bob] US News & World Report By Kristin McFarlandNov. 9, 2018 Most investors don't realize the drawbacks of...
157 views2 comments
RetirementGuy
May 29, 20202 min read
Get SMART: Tips for Effective Goal Setting
Regardless of which phase of the business life–cycle you're in, you can get SMART about setting goals to motivate yourself, move forward...
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RetirementGuy
May 29, 20201 min read
Annual 2020 Limits & Rates
Want a single PDF that covers many of the most popular tax limits and laws. From tax brackets, IRA contribution limits, Medicare Premium...
323 views0 comments
RetirementGuy
May 7, 20204 min read
Risk: A Story of Two Brothers
One of the most overused words in the investment management space is "risk tolerance". It is almost purported that those who clearly know...
198 views0 comments
RetirementGuy
May 5, 20202 min read
MEGA Back Door Roth Contributions
Hi RGC... I have gotten many questions over the years regarding different strategies to increase ones after-tax retirement account...
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RetirementGuy
May 4, 20202 min read
Risks of Trying to Time the Market during Covid-19
Success is achieved by time in the market, not in trying to time the market For the past two months, the market declines and market...
140 views0 comments
RetirementGuy
Apr 27, 20203 min read
SPA: A Better Way To Budget
I am a huge fan of a budgeting methodology I call SPA. It stands for separate payment accounts. The idea behind SPA is to make budgeting...
205 views0 comments
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