Tax Management Tips for Investment Portfolios
One of the most effective avenues to a secure retirement is appropriate tax management. CIO John Cunnison points out strategies that...
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RetirementGuy
Dec 24, 20201 min read
6 Retirement Secrets From Successful Retirees
Pre-retirees and retirees have always faced several serious retirement planning challenges. On the one hand, it’s great that many people...
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RetirementGuy
Dec 24, 20201 min read
How I decided what is ‘enough’ for retirement
The commercials and seminars suggest that the happy and secure image of retirement is available to anyone — at least anyone with enough...
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RetirementGuy
Dec 17, 20201 min read
Common Mistakes That Could Derail Your Retirement —and How to Avoid Them
Investors have been challenged like never before in 2020 as the pandemic took the market from the record highs that marked the start of...
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RetirementGuy
Dec 17, 20201 min read
Prepare for a First Financial Advisor Meeting
THE FIRST MEETING WITH a financial advisor is pivotal. It will not only help set the stage for your professional relationship, but also...
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RetirementGuy
Dec 15, 20201 min read
3 Steps to Prepare for Early Retirement
Most of us have an age in mind at which we’d like to stop working. But what if circumstances change and you need to retire early?...
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RetirementGuy
Dec 10, 20201 min read
Twenty Facts About Women’s Retirement Outlook... and 11 Steps to Improve It
2020 marks the 100th anniversary of women’s right to vote in the U.S. Since then, women have made great strides in educational...
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RetirementGuy
Dec 10, 20201 min read
How to Turn Your Retirement Savings into Retirement Income
I have been working a long time on retirement planning that creates more and safer income for retirees. So long, in fact, that I...
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RetirementGuy
Dec 10, 20201 min read
15 Most Expensive States for Long-Term Care: 2020
There are some 73 million baby boomers in the U.S., and by the end of the coming decade, all of them will have turned 65, according to...
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RetirementGuy
Dec 3, 20201 min read
Retirement and what people wish they had known before moving to Florida
Living in the Midwest (I’m based in Minneapolis) and having worked in financial planning for over two decades, I’ve seen countless...
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RetirementGuy
Dec 3, 20201 min read
Value vs Growth Stocks
The debate of value or growth stocks has been one of the longest debates in the investing world. Historically value has been the place...
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RetirementGuy
Dec 1, 20202 min read
Caution: Four Tax Break Deadlines Rapidly Approaching
Thanksgiving is behind us, and the end of the year will be here soon. (Many of us are truly thankful for that!) This is a good time to...
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RetirementGuy
Nov 27, 20202 min read
How Much Should I Save for Retirement?
How much should I save to prepare for a comfortable retirement? Most people ask themselves this question at some point in their working...
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RetirementGuy
Nov 27, 20201 min read
5 Ways To Lower Your Medicare Premiums By The New Year
December is the time for year-end tax planning, which leaves many people forgetting to plan to lower their Medicare premiums. To be real,...
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RetirementGuy
Nov 27, 20201 min read
3 Retirement Costs You Probably Aren't Planning For but Should Be
When it comes to making retirement plans, chances are good you're dreaming of all the fun things you can do once you no longer have to go...
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RetirementGuy
Nov 19, 20201 min read
4 Signs You're On Track for Early Retirement
If you're eager to quit working as soon as possible, you'll need to make sure you have all your ducks in a row when it comes time to...
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RetirementGuy
Nov 19, 20201 min read
What Retirees Don't Know About Retirement Income Planning Does Hurt Them
Retirement is occurring at an unprecedented pace. Baby boomers have already been retiring in droves for the last several years, but...
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RetirementGuy
Nov 19, 20201 min read
4 Rooms Homeowners Don’t Use and How to Repurpose Them
WE ALL HAVE THAT ONE room or space in our home that rarely gets used. Lifestyles have evolved over the last two decades and with them,...
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