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

In the News

(All links worked at the time they were posted.)

Here are a few unsolicited testimonials posted on the web. Read here.

BottomLine Personal: How to Make Sure Your Will Doesn’t Backfire. Read here.

Dick Davis Dividend Digest: A guest golumn by Bob on some of the tax rules for master limited partnerships, especially as they pertain to IRAs. Read here.

Wall Street Journal (subscription might be required): Fairax County’s pension fund, of which Bob is Chairman of the Board of Trustees, is noted for innovation and leading performance . Read here.

BottomLine Personal: Can You Afford Long-Term Care. An interview with Bob Carlson about recent changes in long-term care insurance. Read here.

Dick Davis Digest: How to Use Life Insurance for Savings and Investment. A reprint from Retirement Watch. Read here.

Black Enterprise: You’re not too young to think about retirement. Read here.

Black Enterprise: Asset Allocation 101: a brief review of some basics. Read here.

Forbes. com: Millionaires Are Doing Roth Conversions Before the Fiscal Cliff Hits, Should You Too?. Quotes Bob Carlson and other experts. Read here.

AAII.com: Do’s and Don’ts of IRA Investing. Tax consequences of IRA investments such as gold. Read here.

Forbes.com: Retirement Savings Deadlines Approaching. Read here.

Forbes.com: Inflation: Are Investors in Denial? From 2003, gives an idea of Bob Carlson’s long-term record. Read here.

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