A Retirement Readiness Checklist
As the mother of six kids, one of whom had special needs, my mom was organized, to say the least. She carefully calibrated her schedule...
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RetirementGuy
May 161 min read
Best Places To Retire In 2024: Las Cruces And Other Unexpected Hot Spots
They knew they wanted to move someplace warmer and cheaper for retirement. But it took them six years of looking and planning before they...
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RetirementGuy
May 161 min read
April CPI Report Offers Some Relief: What the Experts Are Saying About Inflation
The April Consumer Price Index (CPI) showed that inflation moderated last month, but a data-dependent Federal Reserve will likely need to...
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RetirementGuy
May 91 min read
Tax Loss Harvesting And Your Retirement
As you near retirement, tax strategies become increasingly important not only in your day to day life but also on your investments. An...
96 views0 comments
RetirementGuy
May 91 min read
Best Term Life Insurance Companies: Expert-Rated In 2024
We evaluated costs and policy features for 20 large life insurers and found that Corebridge Financial, Pacific Life, Protective and...
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RetirementGuy
May 91 min read
How Retirement Income Guardrails Can Ease Clients’ Worries
Retirement income guardrails—strategies that predetermine when spending retirement adjustments would be made and the spending adjustments...
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RetirementGuy
May 21 min read
Risk in Retirement: What’s the Right Level for You?
We often hear people say that they are good as long as things just keep on moving up and to the right. If only that were the reality. Of...
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RetirementGuy
May 21 min read
New Report Reveals Ever Increasing Risk Of Elder Financial Fraud
The subject of financial exploitation of elders in our country has been on law enforcement radar for decades. Significant public...
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RetirementGuy
May 21 min read
6 Towns Perfect For Retirement In North Carolina
North Carolina might not have the same notoriety as some other destinations such as California or Florida, but this hidden gem of a state...
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RetirementGuy
Apr 251 min read
Is A Mega Backdoor Roth Right For You? How To Figure That Out
While investing in a mega backdoor Roth isn’t suitable to all investors, if your profile fits the bill, you can avail yourself of a way...
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RetirementGuy
Apr 251 min read
3 Mistakes Beneficiaries Must Avoid When Inheriting An IRA
The Secure Act has eliminated the stretch IRA for most people who are inheriting an IRA or 401(k). Now, beneficiaries who inherit an IRA...
115 views0 comments
RetirementGuy
Apr 251 min read
SECURE 2.0 Act Summary: New Retirement Plan Rules to Know
The SECURE 2.0 Act is a recently enacted significant piece of legislation that has brought about substantial changes to the retirement...
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RetirementGuy
Apr 111 min read
Test your investment portfolio with this tool
Want a way to see how your portfolio has done, known as backtesting, and see other return and risk metrics? Check out this tool, perfect...
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RetirementGuy
Apr 111 min read
2024 Tax Brackets, Standard Deductions And Other Inflation Adjustments
The IRS has announced the annual inflation adjustments for the year 2024, including tax rate schedules, tax tables and cost-of-living...
116 views0 comments
RetirementGuy
Apr 111 min read
Tax Tips for Last-Minute Filers
Tax Day is almost here for most people, so you'll want to file your federal income tax return soon to avoid IRS penalties. The last day...
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RetirementGuy
Mar 281 min read
Estate Planning Guide and Checklist for 2024
Organizing your affairs in preparation for the end of your life is an important task, and estate planning is an ongoing process that...
165 views0 comments
RetirementGuy
Mar 281 min read
This 120-Year-Old Principle Will Help You Build Wealth With Less Stress
Roughly 70% of Americans have financial regrets from 2023, according to a Credit Karma study. The most common one is not saving money...
156 views0 comments
RetirementGuy
Mar 281 min read
Four Things to Know About Managing a Loved One’s Finances
Taking over as the caregiver for a loved one can be stressful for many different reasons, and it comes with a lot of unanswered...
88 views0 comments
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