How To Ensure A Successful Retirement
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Most retirement plans dive deeply into details on the financial factors, but hardly any effort is devoted to the factor that contributes...
RetirementGuy
Mar 19, 20211 min read
How to Create a Retirement Budget
MANY PEOPLE FEAR running out of money in retirement. Creating a retirement budget can help you make sure this doesn't happen. A...
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RetirementGuy
Mar 11, 20211 min read
Why Women Need to Save More for Retirement
Everyone should be saving for retirement. But if you're a woman, you should be saving more than your male peers. As of 2019, the average...
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RetirementGuy
Mar 11, 20212 min read
Beware Scams at Tax Time
Here’s what to know and how to protect yourself. Identity thieves often swipe your bank or credit card account numbers, birth date...
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RetirementGuy
Mar 11, 20211 min read
How to Minimize Social Security Taxes
Retirees with low incomes or whose only source of income is Social Security generally don't pay income tax on their Social Security...
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RetirementGuy
Mar 11, 20213 min read
That $1.9 Trillion Stimulus Might Cause Inflation
Watch the 10-year and oil because inflation eats away at retirement income The current job market landscape is a warning sign of how...
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RetirementGuy
Mar 4, 20211 min read
Best Retirement Planning Tools and Software
Use top rated methods to help create and follow a retirement savings plan. IF YOU’RE LOOKING FOR ways to track your savings and...
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RetirementGuy
Mar 4, 20212 min read
How to Apply for Social Security
1. Consider the Timing of Your Application The timing of your application can impact the amount you will receive in benefits. If you wait...
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RetirementGuy
Mar 4, 20212 min read
Beware Scams at Tax Time
Here’s what to know and how to protect yourself. Identity thieves often swipe your bank or credit card account numbers, birth date...
45 views0 comments
RetirementGuy
Feb 25, 20212 min read
The Best Places To Retire Abroad In 2020
When Richard Detrich and his wife, Nikki Steele, started contemplating where to retire, they went about it methodically. The couple had...
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RetirementGuy
Feb 25, 20213 min read
Improving Your Financial Health is Not Very Hard
“Keep it Simple, Stupid” is a great approach to organizing your finances Some folks think financial planning is very difficult. While...
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RetirementGuy
Feb 25, 20212 min read
Elder Care Discussions
Emotions involved with caring for the elderly can seem almost as overwhelming as the finances. As your loved ones age, what topics must...
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RetirementGuy
Feb 18, 20213 min read
Composing Your Financial Symphony
Any classical music composer will tell you that creating a symphony requires a delicate balance of sounds, melodies, and harmonies. Each...
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RetirementGuy
Feb 18, 20211 min read
5 Strategies for Tax Planning Now and in Retirement
Tax planning is one of the best things you can do to keep more money in your pocket in retirement. There are specific things to consider...
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RetirementGuy
Feb 18, 20211 min read
I’m 64, single, considering retirement after fighting cancer — I have $1.6 million. Should I retire?
I am 64 years old, single, and live in the Bay Area of California. I was diagnosed with cancer in July 2019 and stopped working in...
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RetirementGuy
Feb 11, 20213 min read
Understanding Portfolio Risk
Most investors know that they should evaluate their risk tolerance when considering an investment. Oftentimes, investors think of risk...
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RetirementGuy
Feb 10, 20211 min read
Rules of Engagement: How to NOT Fight with Your Fiancé About Money
Dear Carrie, My boyfriend and I just got engaged. While we agree on most things, we seem to have a lot of differences when it comes to...
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RetirementGuy
Feb 9, 20211 min read
RMD Strategies to Help Ease Your Tax Burden
Many people who save money in traditional 401(k)s, Individual Retirement Accounts (IRAs) or other tax-deferred investment vehicles do so...
222 views0 comments
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