How Tax-Loss Harvesting Helps to Lower Your Tax Bill
Tax season is here, and many investors are looking at their capital gains and losses in 2023 to determine what they will owe in taxes....
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RetirementGuy
Mar 141 min read
Will Retirees Get A Big Income Jump From 2025 Social Security COLA?
While the inflation rate has been easing downward, retirees' budgets are still being stretched pretty thin. Over the past few years,...
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RetirementGuy
Mar 141 min read
Brace Yourself for Higher RMDs in 2024
Key Takeaways Money can’t stay in an IRA or 401(k) forever. Your required beginning date, or RBD, is when you have to start taking the...
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RetirementGuy
Feb 291 min read
What To Invest In If You Have A 4-Year Time Horizon
Investing with a specific time horizon in mind is a critical aspect of financial planning. A 4-year time horizon sets a defined period...
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RetirementGuy
Feb 291 min read
5 Financial Tips for Newlyweds
A few months before our son’s recent wedding, I sat down with him and his fiancée and talked about (what else?) money. I’ll be doing the...
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RetirementGuy
Feb 291 min read
The Cost of Loneliness in Retirement
While we often worry about saving enough for retirement, the cost of loneliness is rising as an equal threat to a happy, healthy...
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RetirementGuy
Feb 221 min read
These 4 States Top Florida and Arizona
When it comes time to retire, many people automatically think of heading to the sunny states of Florida or Arizona. With their warm...
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RetirementGuy
Feb 221 min read
Estate Planning For Singles
After I wrote a series of columns in 2022 about elder care planning for family members, I received a number of responses like this one:...
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RetirementGuy
Feb 221 min read
The Five Stages of Retirement (and How to Skip Three of Them)
In the world of retirement, a growing concern emerges as retirees, despite having the financial means for their envisioned retirement...
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RetirementGuy
Feb 81 min read
Aging Alone: What It Takes For Success On Your Journey
According to a study by the Pew Research Center, about 27 percent of American seniors live solo. They can include your aging parent or...
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RetirementGuy
Feb 81 min read
Inherited an IRA? Four Things Every Beneficiary Should Know
Inherited IRA beneficiaries should be aware of several important tax considerations — especially considering recent rule changes and...
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RetirementGuy
Feb 81 min read
Medicare Basics: 11 Things You Need to Know
Heading into retirement brings a slew of new topics to grapple with, and one of the most maddening may be Medicare. Figuring out when to...
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RetirementGuy
Feb 11 min read
Will My Retirement Income Count as Income for Social Security?
Deciding when to take Social Security benefits is one of the most important questions to answer in planning your retirement strategy....
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RetirementGuy
Feb 11 min read
10 Things You Should Know About Estate Planning
An estate plan lays out how you want your assets handled at your death or when you’re physically or mentally incapacitated. No wonder...
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RetirementGuy
Feb 11 min read
Six of the Best Budgeting Apps
The popular budgeting app Mint is shutting down, leaving about 3.6 million customers in search of another way to track their spending....
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RetirementGuy
Jan 111 min read
17 Best 529 College Savings Plans: Morningstar
A 529 college savings plan appeals to many Americans who want to put away money for their children’s education expenses, as investments...
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RetirementGuy
Jan 111 min read
Six Key Factors to Consider When Shopping for Long-Term Care Insurance
Navigating all of life’s curveballs can be one of the hardest parts of responsible life planning. No one can predict exactly what life...
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RetirementGuy
Jan 111 min read
Charted: Top 10 Retirement Planning Mistakes
According to professionals, the most common retirement planning mistakes are time-related, like outliving savings or not understanding...
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