The Retirement Guys

06/30/2024

03/21/2024

Good luck!

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04/12/2021

Top 10 Most reported Scams for seniors

Social Security Impersonation Scam

04/12/2021

TOP 10 MOST REPORTED SCAMS ON SENIORS

1. Social Security Impersonation Scam
2. Robocalls / Unsolicited Phone Calls
3. Sweepstakes Scam / Jamaican Lottery Scam
4. Romance Scams
5. Computer Tech Support Scams
6. Grandparent Scams
7. IRS Impersonation Scam
8. Identity Theft
9. Debt Scams
10. Elder Financial Abuse

From January 1, 2019, through December 31, 2019, the Senate Aging Committee’s Fraud Hotline
received a total of 1,341 complaints from residents all across the country. Calls pertaining to the
top 10 scams featured in this report account for more than 70 percent of the complaints.

04/12/2021

How to Avoid Emotional Investment Choices

Investing is a marathon, not a sprint. It takes guts to stick to your plan and avoid selling into a bad market. “Buy low, sell high” seems easy enough to master. Many investors fail to follow this advice including DIYers and professional advisors alike. There are ways to avoid the pitfalls of em...

04/05/2021

The Pros and Cons of Investing in a 529 Plan for College

One of the best ways to prepare for the cost of college is to start saving early. Here are some pros and cons of a 529 savings plan to consider.

03/29/2021

The Importance of Proper Planning for a Physically Ill Spouse or Loved One

Proper financial planning should always be a focus, but for those who are dealing with a physically ill spouse or loved one, it is crucial. There are several financial considerations that you will need to ponder, and naturally, these will not work with every situation, and chatting with a profession...

03/29/2021

What are the benefits of Diversifying my Investments?

Diversification is one of the cornerstones of traditional investment advice. The most common saying we hear is “never put all your eggs in one basket” and the moral holds true. Markets go up and down through economic change, business cycles, and a wide variety of factors changing investment outc...

03/29/2021

The Value of Investing with a Financial Advisor Instead of a Do-It-Yourself Approach

Paying fees for professional investment management is something we’d all like to avoid. Why pay for some guy in a suit to manage your investments when you can do-it-yourself with a simple online brokerage account? There are many reasons to trust a professional - read on to find out whether it’s ...