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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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RetirementGuy
Oct 1, 20202 min read
Wondering Whether You Missed the Recovery?
Why long-term investing success is about time in the market, not timing It is only natural that investors would want to find some way to...
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RetirementGuy
Oct 1, 20201 min read
3 Costly Retirement Myths
Retirement is something many of us look forward to for decades. But as it draws closer, those feelings of excitement may be replaced by...
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RetirementGuy
Oct 1, 20201 min read
5 Estate Planning Tips to Keep Your Money in the Family
IF YOU'RE SINGLE AND die in 2020, you can have up to $11.58 million in assets before your heirs have to worry about paying a penny in...
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RetirementGuy
Sep 24, 20201 min read
6 Reasons Uraguay is a Great Place to Retire
Uruguay qualifies as one of the world’s top retirement havens. The country boasts friendly people, pleasant weather and an infrastructure...
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RetirementGuy
Sep 24, 20202 min read
Living in Retirement: Aging in Place
Do you sometimes think about what your life will be like when you retire? Most people imagine living independently in comfortable and...
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RetirementGuy
Sep 24, 20201 min read
Retirement Planning Mistakes to Avoid During Coronavirus
Stay away from these missteps to ensure your long-term finances are on track during the pandemic. WITH COVID-19 disrupting everything...
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RetirementGuy
Sep 17, 20201 min read
How Donor-Advised Funds Work—and Don't Work
Donor-advised funds are a popular and easy way for many investors to give to charity. Still, some people don't fully understand how the...
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RetirementGuy
Sep 17, 20203 min read
Divorce Rates Spike During COVID Pandemic
Unlocking two myths about divorce that might help reduce stress Divorce lawyers, marriage counselors and the U.S. court systems are...
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RetirementGuy
Sep 17, 20201 min read
Q&A: Diversification and Portfolio Risk Mitigation
DIVERSIFICATION USED TO be simpler: To decrease the volatility risk inherent in stocks, you added bonds to a portfolio, mitigating swings...
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RetirementGuy
Sep 11, 20202 min read
Aging Parents and Money
Getting old is hard. Your parents’ ability to manage their own finances may decline as they age. Helping them with money matters is a...
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RetirementGuy
Sep 11, 20201 min read
How to Use Home Equity in Retirement
IF YOU’VE PAID OFF YOUR mortgage or most of it, the home you live in could become a retirement asset. Part of the property’s value might...
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RetirementGuy
Sep 11, 20204 min read
Should Equity Investors Worry About September?
September has historically been the worst month of the year for investors So much for the notion of “Sell in May and Go Away.” If you...
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