Financial Advice for Retirement, Social Security, IRAs and Estate Planning

Bob’s Library

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The New Rules of Retirement

Retirement and retirement planning are changing. They were changing before the bear market of 2000-2002, the recession of 2001, and before Sept. 11, 2001. Significant trends were already afoot that changed many aspects of retirement and retirement planning: the cost of retirement, pensions, health care, housing, the financial markets, estate planning, tax planning, and many […]

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Invest Like a Fox… Not Like a Hedgehog

Why has there been a series of bubbles in technology stocks, home prices, financial stocks, and commodities? How can investors spot such bubbles and invest to avoid large losses and even profit from them? What causes long-term bull and bear markets? Why do successful investment strategies and signals suddenly stop working? Why do most investors […]

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Personal Finance After 50 For Dummies

Here’s the latest and most comprehensive retirement financial planning guide. All the key financial issues of retirement are answered: How will you pay for retirement medical expenses? When should you begin Social Security benefits? When should you retire? How do you ensure you won’t run out of money in retirement? Should you buy long-term care […]

Don’t Leave Money on the Table

April 3, 2016

Secrets to Boosting Social Security Benefits Find hidden cash in the most neglected and misunderstood retirement asset Americans are more concerned than ever about their retirement income. Fortunately, you already have a guaranteed, inflation-protected asset that can be managed to increase your retirement income – if you know a few shrewd moves. This asset is […]

Investing Your IRA in Gold, Real Estate, and More

April 3, 2016

IRA Investment Guide: A Road Map for Avoiding the Traps and Penalties for IRA Investments Which assets are allowed, and which aren’t You’re supposed to diversify your investment portfolio. You want to protect it from bear markets, inflation, deflation, and more. What many IRA investors don’t know is Congress and the IRS built obstacles on […]

You Can Lock in the Forgotten Feature of Most Retirement and Estate Plans

April 3, 2016

To My Heirs: A Book of Final Wishes and Instructions My Two-in-One Workbook All plans need it. Few plans have it. Yours can have it now. Change can be an opportunity. Or it can lead to hardship. The difference often depends on how well you and your loved ones adapt and adjust. You know big […]

Don’t Let a Loved One Inherit an IRA Without a Copy of This Report

April 3, 2016

Bob Carlson’s Guide to Inheriting IRAs: Avoiding the Traps and Maximizing the Wealth from Inheriting an IRA Some of the costliest mistakes with IRAs are made after the accounts pass to the second generation of owners. Heirs often routinely lose a large percentage of their inherited IRAs to unnecessary taxes. It’s not really their fault. […]

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