RETIREMENTGUY

Any classical music composer will tell you that creating a symphony requires a delicate balance of sounds, melodies, and harmonies. Each...

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...

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...

Most investors know that they should evaluate their risk tolerance when considering an investment. Oftentimes, investors think of risk...

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...

Many people who save money in traditional 401(k)s, Individual Retirement Accounts (IRAs) or other tax-deferred investment vehicles do so...

MORE AMERICANS HAVE retired abroad in Mexico than any other country. The low cost of living, sunshine, accessibility, established expat...

Imagine what would happen if your ability to earn income were to suddenly disappear. What would your life look like? Even though your...

For the most part, trusts don’t pay taxes on their income, instead passing the income through to the trust beneficiaries. But when they...

Stepping out of the world of full-time work and into the world of retirement can feel like losing your footing to quicksand. Loss of...

For America’s biggest banks, the past twelve months have been one of the biggest tests of their resilience in history. The Coronavirus...

OWNING REAL ESTATE produces steady income for investors, but the sale of residential and business properties can generate a large tax...

Within the last 12 months, we have essentially seen the passage of three major pieces of federal legislation that impact retirement...

Usually around this time of year, I write a post revealing the "best places to retire abroad" based on the new annual rankings from...

The beaten-down sectors from 2020 might be worth another look in 2021 In general terms, the bond market will rally when increases in the...

IT CAN BE DIFFICULT TO predict how much you will receive from Social Security, especially if you are more than a few years away from...

2020: A Tale of Two Markets 2020 can be summarized by the famous Charles Dickens line from A Tale of Two Cities: “It was the best of...

THE NEW YEAR PRESENTS A time to jump-start your retirement savings. Making a few changes now could allow you to retire with less stress...