RETIREMENTGUY

Social Security’s trust fund will be able to pay full retirement benefits until 2033, one year earlier than predicted in 2020’s report....

Between longer lifespans and a seemingly never-ending bull market, you might be tempted to invest heavier in equities during retirement...

These calculators can help you begin thinking about what you can do to maximize the amount you will receive from Social Security in...

(Common Biases that Investors Face) Behavioral finance biases….where do I begin? Is this really an article about potential pitfalls that...

I want to outlaw the word ‘retirement’ from the vocabulary. Basta! To upgrade our mindset around the concept of retirement. Why? Because...

Costa Rica's remote beaches and dense jungles are both beautiful and exotic. You can hike a volcano, visit a cloud forest, relax in...

Schwab Retirement Plan Services has launched an interactive, online dashboard that helps retirement plan participants assess their...

Choosing a financial advisor is a major life decision that can determine your financial trajectory for years to come. A 2020 Northwestern...

There are several organizations that require your Social Security number, including your employer, the IRS, and financial institutions....

Retirement is a time for many to pinch pennies on everyday expenses. This might help explain why retirees are so fond of Costco, the...

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...

Sometimes, older Americans discover that retirement just isn't a good fit. Whether due to needing more income or wanting personal...

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...

The Tax Cuts and Jobs Act raised the federal estate tax exemption considerably. Before the tax reform law, it was $5.49 million per...

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...

Older workers who are age 50 to 65 aren't so different from their younger counterparts. Flexible schedules and meaningful work are...

Quantitative easing and short-term rates near zero could be ending soon Federal Reserve Chair Jerome Powell seems to have capitulated on...

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...