5 Things to Know About Withdrawing Money From a Traditional IRA
INDIVIDUAL RETIREMENT accounts, commonly known as IRAs, are retirement fund staples for many people. Traditional IRAs let workers take a...
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RetirementGuy
Nov 12, 20201 min read
Answer Yes to Any of These Questions, and You Should Wait to Claim Social Security
Deciding when to claim Social Security is one of your most important choices later in life. The size of your retirement benefit is...
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RetirementGuy
Nov 12, 20201 min read
Why Real Estate Builds Wealth More Consistently Than Other Asset Classes
If you lived through the recent real estate and economic recessions, the very headline of this article might cause you some emotional...
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RetirementGuy
Nov 5, 20201 min read
7 Tips for Long-Term Investing
Investing is a long game. Whether you want to invest for retirement or grow your savings, it’s best when you put money to work in markets...
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RetirementGuy
Nov 5, 20201 min read
The Implications of Carrying Higher Housing Debt into Retirement
The financial profile of the typical American household entering its retirement years today is quite different than in generations past....
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RetirementGuy
Nov 5, 20201 min read
Retirees Share Secrets to Financial Security
YOU DON'T NECESSARILY need a lot of money to set up a financially secure retirement. If you're willing to carefully manage your expenses,...
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RetirementGuy
Oct 29, 20201 min read
Avoid Identity Theft - Checklist
This is a checklist I want to share with you which you can use to help reduce the chances that your identity is not stolen and used...
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RetirementGuy
Oct 29, 20201 min read
Some Great Books to Prepare for Retirement
What books do you recommend that could help prepare me for retirement? Earlier this year, I highlighted several resources that can help...
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RetirementGuy
Oct 29, 20201 min read
How Much Impact Does the President Have on Stocks?
The anticipation building up to elections often brings with it questions about how financial markets will respond. But the outcome of an...
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RetirementGuy
Oct 22, 20201 min read
Behavioral Finance Techniques Advisors Are Using in 2020
Behavioral finance is the study of psychological biases that can influence investor behavior and by extension the stock market. "(It) is...
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RetirementGuy
Oct 22, 20201 min read
Meeting With a Financial Adviser? Read This First.
Thinking of taking your muddled finances to a financial adviser for some professional assistance? Many advisers offer prospective clients...
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RetirementGuy
Oct 22, 20201 min read
7 Strategies To Generate Sufficient Cash Flow In Retirement
The question I receive most from soon-to-be retirees is “where should I invest my money to generate sufficient income in retirement?” The...
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RetirementGuy
Oct 15, 20201 min read
When can I start making charitable donations from my IRA?
Q: I turn 70½ this year so I was going to start making my charitable donations from my IRA but now I hear the magic age for required...
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RetirementGuy
Oct 15, 20202 min read
Social Security Taxes
As you likely know, every time you get a paycheck: 7.65% of your wages are subtracted from your paycheck and go to Social Security and...
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RetirementGuy
Oct 15, 20201 min read
The 5 most important retirement questions
Getting (and remaining on) the path to achieving financial wellness and your dream retirement relies much on knowing which questions to...
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RetirementGuy
Oct 8, 20201 min read
Lump Sum vs. Annuity: Which Should YouTake?
If you’re lucky enough to win the lottery or have a pension plan, you may need to decide whether you want to take your earnings in a lump...
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RetirementGuy
Oct 8, 20201 min read
Americans think they need $1.9 million to retire. Here’s how much you really need
The majority of Americans say they want to retire by age 67 at the latest. Yet when it comes to planning for retirement, picking a...
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RetirementGuy
Oct 7, 20201 min read
7 Important Questions a Financial Plan Can Help You Answer
October is the month for fall colors, a chill in the air, Halloween—and financial planning. Yes, October is National Financial Planning...
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