The U.S. retirement system recently earned a C+ — here’s how to give your retirement savings an A
A new study of retirement systems around the world found that the U.S. system is under pressure. But, that doesn’t mean that you can’t...
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RetirementGuy
Oct 19, 20231 min read
Five Strategies to Prevent Regret After Your RSUs Vest
Employees of publicly traded technology companies are familiar with the roller-coaster ride stock prices have been on in recent years. In...
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RetirementGuy
Oct 19, 20231 min read
The Bucket Investor’s Guide to Setting Retirement Asset Allocation
Off-the-shelf asset-allocation guidance doesn’t vary significantly for people who are still accumulating assets for retirement. Sure,...
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RetirementGuy
Oct 12, 20231 min read
How to Get More Retirement Income From Your 401(k)
One might yearn for the days of company pensions, but we live in the era of the 401(k) and similar plans, so we might as well take full...
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RetirementGuy
Oct 12, 20231 min read
How much do you REALLY need to retire? See the fascinating map
Senior citizens looking to relocate may want to steer clear of Hawaii as it ranks as the most expensive state to retire to, figures show....
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RetirementGuy
Oct 12, 20231 min read
Will You Owe Taxes When You Sell Your Home?
One of the more controversial aspects of the tax code in the United States is that it effectively incentivizes homeownership. For...
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RetirementGuy
Oct 5, 20231 min read
Rent Or Own? Which Is The Best Housing Choice In Retirement?
As you near retirement, you may wonder: Should I rent or own? Which is the best financial decision? With today's home prices soaring and...
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RetirementGuy
Oct 5, 20231 min read
Best No-Fee High-Yield Savings Rates October 2023
If you’re looking to find a great high-yield savings account, but want to avoid any pesky fees, you’re in luck. Many savings accounts let...
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RetirementGuy
Oct 5, 20231 min read
10 Cheapest Places To Live in California
California may be known for its high property taxes. After all, median property tax bills can exceed $9,000 in some areas of the state....
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RetirementGuy
Sep 28, 20231 min read
Totally Unprepared! Don’t Let This Be You And Your Aging Parents
Today is World Alzheimer’s Day, a global effort to raise awareness and challenge the stigma around Alzheimer's disease. We read about it,...
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RetirementGuy
Sep 28, 20231 min read
5 Financial To-Dos for Investors in Q4 2023
Susan Dziubinski: Hi, I’m Susan Dziubinski with Morningstar. We’re entering the fourth quarter, and that means the clock is ticking on...
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RetirementGuy
Sep 28, 20231 min read
What Will a Government Shutdown Do?
The increasing likelihood of a government shutdown is spotlighting several federal agencies. But the IRS has been in the news lately,...
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RetirementGuy
Sep 21, 20231 min read
The Best Places To Retire In The South
While you can count on us to identify charming towns and vibrant cities across the region, that’s just half of the equation. To help you...
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RetirementGuy
Sep 21, 20231 min read
Four Threats to the Distribution Phase of Retirement
When discussing the difference between the accumulation and distribution phases of retirement, the classic metaphor used by financial...
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RetirementGuy
Sep 21, 20231 min read
Downside protection in your investment account
Are you looking to protect your portfolio from some downside risk but want to avoid an annuity or going all to cash? Have you heard of...
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RetirementGuy
Sep 14, 20231 min read
Annuities Have an Awareness Problem: Why That Matters
In the 1934 comedy classic It’s a Gift, W.C. Fields’ character encounters an aggressive, slick-talking annuities salesman in an indelible...
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RetirementGuy
Sep 14, 20231 min read
Retiring soon? Why Des Moines might be the best spot for you to settle
When you think retirement haven, Florida or a warm, southern state probably comes to mind. But, why not Iowa? Less than two months ago,...
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RetirementGuy
Sep 14, 20231 min read
The Problem With 401(k) Catch-Up Contributions for 2024
Under SECURE 2.0, if you are at least 50 years old and earned $145,000 or more in the previous year, you can make catch-up contributions...
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