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 12, 20211 min read
7 Tips to Choosing a Financial Advisors
Choosing a financial advisor is a major life decision that can determine your financial trajectory for years to come. A 2020 Northwestern...
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RetirementGuy
Aug 12, 20211 min read
How to Protect Your Social Security Number
There are several organizations that require your Social Security number, including your employer, the IRS, and financial institutions....
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RetirementGuy
Aug 12, 20211 min read
24 Kirkland Products Retirees Should Buy at Costco
Retirement is a time for many to pinch pennies on everyday expenses. This might help explain why retirees are so fond of Costco, the...
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RetirementGuy
Aug 12, 20213 min read
Nearing 65? Here are 5 common Medicare questions
You are turning 65 soon and need to sign up for Medicare. But where do you begin? You have been receiving countless pieces of mail from...
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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
Aug 5, 20211 min read
10 Things You Must Know About Retiring to Florida
Heading South has always been a key to your retirement plan. If Florida is part of the plan, we offer up a few tips to help you find your...
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RetirementGuy
Aug 5, 20211 min read
33 States with No Estate Taxes or Inheritance Taxes
The Tax Cuts and Jobs Act raised the federal estate tax exemption considerably. Before the tax reform law, it was $5.49 million per...
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RetirementGuy
Jul 29, 20211 min read
How To Know If Your Retirement Savings Are On Track
As you save for retirement, it's beneficial to know how much to save and whether you're on the right track. Everyone's situation is...
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RetirementGuy
Jul 29, 20211 min read
The 10 Most Enjoyable Jobs for Older Workers
Older workers who are age 50 to 65 aren't so different from their younger counterparts. Flexible schedules and meaningful work are...
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RetirementGuy
Jul 29, 20213 min read
How Long Before the Fed Changes Its Course?
Quantitative easing and short-term rates near zero could be ending soon Federal Reserve Chair Jerome Powell seems to have capitulated on...
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RetirementGuy
Jul 15, 20211 min read
A quarter of 65-year-old Americans will have ‘severe need’ for long-term care
Only one-fifth of 65-year-old Americans won’t need long-term care services. Everyone else can expect to require some level of it — and...
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RetirementGuy
Jul 15, 20211 min read
The one retirement risk you're probably not preparing for? Depression
When you spend the majority of your adult life working, retirement may seem like it can't come soon enough. Essentially a decades-long...
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RetirementGuy
Jul 15, 20211 min read
8 Retirement Distribution Strategies That Will Make Your Money Last
Saving money for retirement is only part of ensuring a financially secure future. The other half involves making smart decisions about...
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RetirementGuy
Jul 8, 20211 min read
What Is a 1031 Exchange?
For many real estate investors, a 1031 exchange is the key way to avoid taxes when you sell a rental property or other qualifying real...
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RetirementGuy
Jul 8, 20211 min read
Who Qualifies for a Widow’s Pension?
Surviving spouses are not the only ones who can qualify for a widow’s pension under the Social Security Act of 1935. When we dig down...
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RetirementGuy
Jul 8, 20211 min read
Top 10 Retirement Mistakes That Could Cost You Your Happiness
The ultimate goal in your retirement is to be happier. Ideally, you’ll spend your days in a happier state because you’ll be doing the...
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RetirementGuy
Jul 1, 20211 min read
10 Important Ages for Retirement Planning
Each type of retirement benefit has a different eligibility age. Your age plays a big role in how much you can expect to receive from...
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