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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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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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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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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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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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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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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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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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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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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RetirementGuy
Jun 22, 20231 min read
5 Things To Know About Working Beyond Traditional Retirement Age
The Bureau of Labor Statistics estimates that over the next decade the labor market will continue to age, with the greatest growth coming...
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RetirementGuy
Jun 22, 20231 min read
Three Common Social Security Misconceptions: Don’t Make a Claiming Mistake
Although Social Security provides a significant portion of the income most retirees depend on when their paycheck goes away, many people...
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RetirementGuy
Jun 22, 20231 min read
Are Funeral Expenses Tax-Deductible? Everything You Need to Know
An individual person who shoulders full or part of a deceased person’s funeral expenses cannot claim funeral or burial expenses on their...
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RetirementGuy
Jun 15, 20231 min read
15 Best Places to Retire in The World On Social Security
n this article, we will take a look at the 15 best places to retire in the world on social security. If you want to skip the detailed...
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RetirementGuy
Jun 15, 20231 min read
Want to Get Rich and Stay Rich? Avoid 10 Investing Mistakes
Sometimes it’s not making all the right moves but avoiding making the wrong ones that can make all the difference. Take investing, for...
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RetirementGuy
Jun 15, 20231 min read
Will You Have a Happy Retirement (Even With Enough Money)?
Imagine it’s a Saturday evening and you’re headed out to a new restaurant. You’re excited, but of course you won’t know whether you’ll...
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