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RetirementGuy
Jul 21, 20221 min read
33 States with No Estate Taxes or Inheritance Taxes
The 2017 tax reform law raised the federal estate tax exemption considerably. Before that law was enacted, the exemption was $5.49...
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RetirementGuy
Jul 14, 20221 min read
5 Countries With the Best Retirement Systems, According To Experts
To find the five countries with the best retirement systems and how they qualify as such, GOBankingRates looked at data published by the...
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RetirementGuy
Jul 14, 20221 min read
3 Ways to Keep Inflation from Shrinking Your Retirement
Inflation has been a hot topic for months and likely will be well into 2022. Its impact is immense; with inflation at its highest level...
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RetirementGuy
Jul 14, 20221 min read
Top Five Mistakes To Avoid When Buying an Annuity
Investing in annuities can be a hot-button issue for some people. Some financial advisors love them and others hate them. I am more of an...
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RetirementGuy
Jul 7, 20221 min read
6 States With The Lowest Overall Tax Burden
Depending on your income in 2021, you may be feeling the pain of paying your taxes. Perhaps, you hurt when you look at your paychecks and...
131 views0 comments
RetirementGuy
Jul 7, 20221 min read
Looking For More Retirement Income? Here’s Why A Reverse Mortgage May Be The Answer.
RetirementGuy Note: Never do a reverse mortgage without speaking with qualified professionals and doing your own homework! If your...
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RetirementGuy
Jul 7, 20221 min read
Has Bad Economic News in 2022 Hurt Your Retirement Plans?
Social Security and a pension totaling $60,000 per year helped her meet her starting income goal of $150,000. The balance of $90,000 was...
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RetirementGuy
Jun 30, 20221 min read
In What Order Should You Tap Your Retirement Funds?
You work hard for decades and save diligently for retirement, but unfortunately, you can’t retire from paying taxes. An important part of...
177 views0 comments
RetirementGuy
Jun 30, 20221 min read
Top Considerations for Life and Long-Term Care Insurance (FEGLI and FLTCIP)
FEGLI, or the Federal Employee Group Life Insurance program is a benefit offered to federal employees as a part of their overall FERS...
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RetirementGuy
Jun 30, 20221 min read
New Rules for Rollover Retirement Accounts Are Coming Friday
Later this week, advisors handling retirement portfolios will face new requirements to ensure that the advice they are providing is in...
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RetirementGuy
Jun 23, 20221 min read
10 Rules for Investing After Retiring
When it comes to investment portfolios, retirees have a much different set of objectives, risk tolerances and time horizons compared to...
128 views0 comments
RetirementGuy
Jun 23, 20221 min read
Pros and Cons of Short-Term Health Insurance Plans
Short-term plans are also, on average, cheaper than full coverage that complies with the ACA's insurance policy regulations. According to...
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RetirementGuy
Jun 23, 20221 min read
Transitioning Into Retirement: Your Plan A And Plan B
There are so many books, articles, podcasts, and shows about planning for retirement that it might seem overwhelming to you. With so much...
86 views0 comments
RetirementGuy
Jun 16, 20221 min read
Are You Average? Net Worth Averages As You Approach Retirement
It’s human nature to wonder where you stand in relation to others. We all want to know what’s average – average height, average age to...
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RetirementGuy
Jun 16, 20221 min read
Are we in a recession? Check out "GDP Now"...
Check out this free tool that estimates the current economic output of the United States. This is one resource I use when talking to...
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RetirementGuy
Jun 16, 20221 min read
A 67-year-old who ‘un-retired’ shares the biggest retirement challenge ‘that no one talks about
In 2007, at age 52, I was forced to retire overnight. An MRI had revealed a tumor, the size of a large eggplant, sitting on my pelvis. In...
176 views0 comments
RetirementGuy
Jun 9, 20221 min read
10 Reasons For Financial Check-Ups As You Save For Retirement
Check-ups are a part of life, from your physical check-ups at the doctor, to your dental check-ups at the dentist – even your car gets a...
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RetirementGuy
Jun 9, 20221 min read
Recessions: 10 Facts You Must Know
Rampant inflation, rising interest rates and retreating stock prices have a rising number of folks uttering the alarming "R" word. Given...
133 views0 comments
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