Insights | RetirementGuy

Best Travel Rewards Credit Cards July 2023

Aug 3, 20231 min read

Best Travel Rewards Credit Cards July 2023

This article covers our selection of best travel rewards credit cards. We may get compensation if you visit partner links on our site. We...

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A Comprehensive Guide to 529 College Savings Plans

RetirementGuy

Aug 3, 20231 min read

A Comprehensive Guide to 529 College Savings Plans

Using a 529 college savings plan when saving for future education expenses can be an attractive option, as investments in the plan can...

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Be Wary of Fixed Indexed Annuity Illustrations

RetirementGuy

Aug 3, 20231 min read

Be Wary of Fixed Indexed Annuity Illustrations

Fixed indexed annuities, or FIAs, are having a moment. Sales are at an all-time high, driven by market volatility and higher interest...

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What is an annuity and when is it a smart investment?

RetirementGuy

Jul 27, 20231 min read

What is an annuity and when is it a smart investment?

If you’re nearing retirement, one of the most important (and potentially stressful) questions you have to ask yourself is “do I have...

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How to Avoid Outliving Your Retirement Savings

RetirementGuy

Jul 27, 20231 min read

How to Avoid Outliving Your Retirement Savings

Most people look forward to retirement and the prospect of new hobbies, travel and quality time with family. Improvements in medical care...

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Chartbook - Market data in one concise PowerPoint

RetirementGuy

Jul 27, 20231 min read

Chartbook - Market data in one concise PowerPoint

Schwab puts together a quarterly chartbook which provides data on markets, investing, commodities, bonds, stocks, tax, inflation data and...

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Americans Don’t Love Their Insurance, but Most Don’t Shop Around

RetirementGuy

Jul 20, 20231 min read

Americans Don’t Love Their Insurance, but Most Don’t Shop Around

Over the past 12 months, the cost of insurance has prompted more than 1 in 10 Americans who own insurance aside from health care coverage...

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In Life (And Retirement) Money Won’t Buy You Happiness

RetirementGuy

Jul 20, 20231 min read

In Life (And Retirement) Money Won’t Buy You Happiness

The Beatles once said that money can’t buy you love, but money also can’t buy you happiness. Financial planners see people from across...

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How to Optimize Taxes When You Tap Your Retirement Accounts

RetirementGuy

Jul 20, 20231 min read

How to Optimize Taxes When You Tap Your Retirement Accounts

Typically, the conventional wisdom suggests a sequential approach to account withdrawal post-retirement, starting with taxable accounts,...

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RetirementGuy

Jul 13, 20231 min read

Best Variable Annuities of this month

A variable annuity is a way to get the stability of a traditional annuity product with the gains of an investment account—for a price....

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Retirement Requires a Shift in Mindset: Are You Ready for That?

RetirementGuy

Jul 13, 20231 min read

Retirement Requires a Shift in Mindset: Are You Ready for That?

When it comes to retirement planning, one should take priority over the other, considering that it is possible to retire without growth,...

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13 States That Won't Tax Your Retirement Income

RetirementGuy

Jul 13, 20231 min read

13 States That Won't Tax Your Retirement Income

If you want to pay less taxes during retirement, moving to a state that won't tax your retirement income is an option. Some states tax...

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4 Top Tips to Lead a Fulfilling Life After Retirement

RetirementGuy

Jun 29, 20231 min read

4 Top Tips to Lead a Fulfilling Life After Retirement

Life after retirement can be the best time of your life. It can also be socially isolating, boring, and restrictive. The difference...

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Want Real Estate Without Hassle? Consider a DST

RetirementGuy

Jun 29, 20231 min read

Want Real Estate Without Hassle? Consider a DST

Some start small. They purchase a starter house, rent it out and keep going from there. Others, including high-net-worth investors, like...

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10 Cities with the Best Home Buying Deals This Summer

RetirementGuy

Jun 29, 20231 min read

10 Cities with the Best Home Buying Deals This Summer

For most of the metros on the list, excess demand over the past few years gave way to new home construction that in turn relieved upward...

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RetirementGuy

Jun 26, 20231 min read

2023 Roth Conversion Calculator

Just updated for 2023: Use this Roth Conversion Calculator to understand the tax implications of doing a Roth conversion in 2023. Compare...

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Which Is Best For Your Estate Plan: A Will Or Trust?

RetirementGuy

Jun 26, 20231 min read

Which Is Best For Your Estate Plan: A Will Or Trust?

There are two tools available for passing the bulk of your financial legacy. The best choice for one person might not be optimum for...

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Millennials Worry About Their Parents' Finances

RetirementGuy

Jun 26, 20231 min read

Millennials Worry About Their Parents' Finances

Inheritances might be how you build generational wealth, but according to a new study conducted by Edward Jones and Age Wave research,...

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