Retirement Articles
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Bob’s Journal for 9/12
Over the last seven days, I’ve seen several reports and developments that you should know about. August was a great month for long-term treasury bond investors. In fact, it ranks among the best ever, as I reported a couple of weeks ago. Things changed quickly last Thursday, Sept. 5. Interest rates increased sharply, and the […]
Estate Planning Checklist – 10 Simple Ways to Protect Your Assets, Part II
Here’s Part II of my retirement Asset Protection Plan. To review Part I, click here. 6. Create trusts. Irrevocable trusts usually protect assets from creditors of either the grantor or the beneficiaries of the trust. They also ensure that the assets are out of your estate for tax purposes. A good asset protection trust should […]
Bob’s Journal for 9/5
Even with the Labor Day break, there were many interesting developments in the markets and economy over the last week. I told you last week about the strong bull market in U.S. Treasury bonds in 2019 and especially in August 2019. But not all bond investors are participating fully. The three biggest names in bond […]
Estate Planning – 10-Step Asset Protection Plan and Checklist Part I
Taxes, the IRS, attorneys, and estate processing costs are not the only enemies of your wealth. More and more people are concerned about creditors, especially those created by lawsuits. With the estate tax not a concern for most, insurance coverage being reduced, and law suits increasing, many people are more concerned with this potential leak […]
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Some Things That Grabbed My Attention This Week
We’re supposed to be in the quiet days of August, but there were several important developments in the last seven days. U.S. Treasury bonds, especially long-term bonds, have had a banner year and a great month. We’re benefitting from our investment in Wasatch Hoisington U.S. Treasury (WHOSX). There are a lot of ways to measure […]
Seven (or so) Things That Grabbed My Attention This Week
There were many interesting items in the news this week. Instead of focusing on one idea in detail, I’ll briefly discuss several ideas that merit your attention. Negative interest rates are more prevalent around the globe. We’re now used to government bonds in Europe and Japan having negative interest rates, effectively charging investors for the […]
Estate Planning Basics – What Are the Most Used Definitions and Terms in Estate Planning and What Do They Mean?
Estate planning uses a wide range of terms and definitions. As a result, it is crucial that an individual understand the meanings of these terms and definitions to fully grasp the estate plan that is recommended and what it will do. An estate plan is created to ensure that you are taken care of the […]
What Is Estate Planning? A Comprehensive Overview of the Basics
What is Estate Planning – Contents: What is Estate Planning? Components of an Estate Plan The Will Probate Trusts Revocable Living Trusts Power of Attorney Medical Care Documents Other Estate Plan Documents Lifetime Gifts Life Insurance Burial and Funeral Estate Planning Mistakes Beginning the Estate Planning Process Estate Planning Forms and Documents Estate Planning Checklist […]
