Bob Carlson's
RETIREMENT WATCH
Creating the retirement you desire through independent research and safe, solid strategies
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What Readers Say About Retirement Watch

"Retirement Watch accurately predicted the tech stock bust! You don't make a commission on your recommendations. I like that concept!"
                Allen Baldridge, Hayden Lake, ID

"The best, most useful financial advice newsletter that I get."
                 Richard A. Roemer, Marlton, NJ

"It is very hard to make money in this market. Retirement Watch helped me to make some money and protect my principle. Thank you!"
                  Marvin Offutt, Bowie, MD

"I am a financial advisor. I use Retirement Watch to help guide my clients' investments and financial planning."
                  Charles B. Stalford, CFP®, Fairfax, VA

"Retirement Watch does the mutual fund selection process for me — it simplifies my life! But it also gives me an option to be more active (e.g. Aggressive Portfolio) if I want to be."
                   Mike Miller, Los Angeles, CA

"I've just become a subscriber, but the very first issue contained an article regarding how to name beneficiaries on IRAs. I had listed our family trust as a beneficiary on one of my IRAs. I found out that was not at all what I really wanted. It's been fixed!"
                     Robert Lucas, San Antonio, TX

"As a Certified Financial Planner®, Retirement Watch reinforces and helps keep me up to date on both old and new planning techniques."
                 Walter M. Hancock, CFP®, Knoxville, TN

"Retirement Watch has helped me to conserve my investments after a very bad experience with a financial advisor. I am doing much better on my own with your input."
                    T.L.V., Stuart, FL

"Retirement Watch highlighted our inadequate estate and tax situations, prompting me to make changes per your comments."
                  James L. Mason, Oakland, NJ

"I wish I had followed your advice more closely. I would not have lost so much during the last 2 1/2 years."
                  William M. Gilkison, Greenwood, IN

"Retirement Watch is helping me build an income and growth portfolio. I feel that I can sleep at night and feel good that my risk level is minimal and I can achieve what I want to achieve."
                   Randall C. Haydon, Federal Way, WA

"I lost a lot of money by not paying attention to Retirement Watch! My financial advisor had me deep in the NASDAQ, so I finally fired him. I'm now paying much more attention to Retirement Watch."
                     Johnny Guy, Annapolis, MD

 "Retirement Watch helped maintain a decent value in our IRAs while other people's investments went down the drain."
                     N. Smith, Jr., Wall, NJ

"With your Recommended Portfolios and financial guidance, I have been able to manage my small estate. We always seem to have money to spend on things we want and need."
                      Artie Spencer, Port Arthur, TX

"Your information on annuities stopped me from making a huge mistake."
                     J.F.S. San Bruno, CA

"Retirement Watch has opened my eyes to areas of preparing for retirement other than investing. Some of it is useful for helping my parents."
                     Andy Appelbaum, Roswell, NM

"Thank you for your expertise in finance and your newsletter. You are providing just what we need to do (i.e., monitoring and keeping our plans up-to-date). I could never sift all the information out there to keep up with the changes. I feel more comfortable that something isn't 'falling through the cracks' because I was not informed. Thank you!"
                       A Vermont subscriber

"Retirement Watch has taught me the breadth and depth of what I don't know. That is why I recently renewed my subscription through May 2006!"
                        Malcolm W. Booth, Grahamsville, NY

"It's now my one and only investment guide. I'm 54 years old and I'm depending on you."
                        Todd Warner, Glendora, CA

"...an independent opinion on market trends to measure my broker's recommendations against."
                         William Sayre, Park Ridge, IL

"Most of the tax and estate changes that affect me are covered in your publication before I see them somewhere else."
                        Oscar S. Ratterman, St. Louis, MO

 

 

About Bob
For over 15 years Bob Carlson has been a leader in identifying changes that affect the finances of retirees and pre-retirees. He uses independent research to study the changes and develop strategies that help readers create the retirements they desire.
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