'Tis the Season for Charitable Giving's Many Benefits
The holiday season is the perfect time for families to discuss charitable giving. With everyone gathered for holiday get-togethers, an...
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RetirementGuy
Dec 21, 20231 min read
10 Best Destinations For Snowbirds This Winter
Retirees aren't the only snowbirds moving to where it’s warm this winter. Remote workers are also following suit. In fact, the Census...
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RetirementGuy
Dec 21, 20231 min read
The biggest changes for retirement coming in 2024
Cooling inflation and a recent stock market surge have delivered a welcome comeback for many retirement savings accounts. Toss in the...
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RetirementGuy
Dec 14, 20231 min read
Why I’m Reimagining My Retirement
I thought I had a clear vision of my retirement years. Then, within a span of a few days, I helped my firstborn child move to college and...
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RetirementGuy
Dec 14, 20231 min read
I’m 65 and my retirement plans blew up when my husband died. My mom had dementia. Should I prepare f
I’m a 65-year-old widow and a retired oil and gas accountant. I’ve always done my own financial planning, and I am in great shape...
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RetirementGuy
Dec 14, 20231 min read
Does It Make Sense to Rent in Retirement?
Upside of renting While many long-time homeowners may resist the idea of renting, don’t dismiss it outright. Instead of sinking money...
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RetirementGuy
Dec 7, 20231 min read
Why It’s Important to Retire With Purpose
For those who have saved a healthy nest egg, retirement is a dream destination, one where you have loads of free time and zero...
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RetirementGuy
Dec 7, 20231 min read
Seven Things Medicare Doesn’t Cover
Medicare Part A and Part B, also known as Original Medicare or Traditional Medicare, cover a large portion of your medical expenses after...
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RetirementGuy
Dec 7, 20231 min read
What's the Gift Tax Exclusion for 2023?
The gift tax exclusion (a.k.a., the gift tax limit or gift tax exemption) allows you to give money or property each year to family...
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RetirementGuy
Nov 30, 20231 min read
Expecting Expenses To Decline In Retirement? They May Rise
While most of us think that our expenses will decline when we retire, that isn’t always the case. It may make sense logically that...
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RetirementGuy
Nov 30, 20231 min read
Gen X Parents: Saving for Retirement and College?
If you’re raising kids, you may feel squeezed as you save for both your own retirement and college expenses for your children. Plus,...
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RetirementGuy
Nov 30, 20231 min read
Why Pickleball Might Be the Answer to Your Retirement Questions
Those of us fortunate to live a long and productive life are likely to face a turning point: a time to retire. "Retirement," however, can...
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RetirementGuy
Nov 16, 20231 min read
Two Big Blind Spots Wealthy People Have About Retirement
Retirement is about so much more than money. If wealth were enough, affluent people would have no issues transitioning into their...
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RetirementGuy
Nov 16, 20231 min read
It’s Open Enrollment Season. Have You Taken a Good Look at an HSA?
What Is an HSA, and How Does It Work? Employees covered by qualifying HDHPs are also allowed to contribute to an HSA. The parameters for...
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RetirementGuy
Nov 16, 20231 min read
Must-Knows About Employee Stock Options
As technology stocks ascended in the second half of the 1990s, employee stock options were the dominant form of equity compensation, with...
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RetirementGuy
Nov 3, 20231 min read
Federal Reserve leaves its key rate unchanged but keeps open possibility of a future hike
WASHINGTON (AP) — The Federal Reserve kept its key short-term interest rate unchanged Wednesday for a second straight time but left the...
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RetirementGuy
Nov 3, 20231 min read
Mastering Debt Management in Estate Planning
Amidst the financial strain since the Covid-19 pandemic, families and businesses are grappling with mounting levels of debt. When...
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RetirementGuy
Nov 3, 20231 min read
15 States That Don't Tax Pension Income
Are pensions taxed? Most states tax at least a portion of the income from many types of retirement benefit plans. Your state might have a...
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