RETIREMENTGUY

At one time or another, pretty much everyone approaching retirement or early in retirement thinks about spending their golden years in a...

How can a small business owner pass an interest to heirs without triggering a significant estate tax bill? Despite generous tax breaks,...

For much of their adult lives, Americans have worked, planned and worried about saving enough money for retirement. They’ve diverted...

When the markets take a turn, there are three types of individuals: · Those that don’t worry about market downturns and know that things...

If you have one or more policies in place, ensuring that you have appropriately nominated your beneficiaries and that your beneficiary...

After you retire and lose your primary source of income, you’ll need something else to replace your wages and salary. Unfortunately,...

Retirement is one of those things in life that we spent a large amount of time, sometimes even your entire life, preparing for and...

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...

We hear a lot about how prepared (or ill-prepared) people are for retirement. But what’s life really like for people in retirement? A...

I often hear people discuss “good investment returns.” What is a “good” return? Does that simply mean a return that is not negative? But...

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

Accepting volatility when investing is essential for an investor's long-term success. We all know recessions are a part of the normal...

Starting an enterprise with a spouse requires balancing two partnerships, the marriage and the business. All that togetherness can be...

It’s beautiful and helpful and should be required reading for all of us as we age. My friend texted this to me about Being Mortal (Atul...

Many of us dream of retirement as the pot of gold at the end of the rainbow. After decades of work, we hope for a time of relaxation,...

Deciding at what point you will collect Social Security benefits may be one of the biggest decisions you make in retirement. Yet many...

You’ve heard about dollar-cost averaging (DCA), also known as the constant dollar plan. Now, let’s dive into enhanced dollar cost...