Retirement Articles
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How to Use Your IRA To Fund Your HSA
Health savings accounts (HSAs) are the best retirement planning tool available, but some people don’t know a legal trick to fully funding their HSAs. An HSA has three powerful tax benefits. Contributions to the account are tax deductible or excluded from gross income when an employer makes them. The account can be invested, and income […]
How to Keep the Wrong People From Getting Their Hands On Your Estate
There’s an important gap in many estate plans. The oversight can cause a large portion of your estate to end up with people other than your loved ones. The Estate Planning goal many people overlook is to ensure that a large portion of the estate doesn’t end up in the hands of people you never […]
Bob’s Journal for 2/28/19
There have been quite a few changes in the markets the last few months. Let’s review some of them today. Most stock indexes hit lows on Christmas Eve 2018 and have been moving higher since then. Earnings and other fundamentals haven’t been improving as much. The result is stocks generally sell at higher valuations than […]
Can Your Children Answer These 8 Estate Planning Questions?
Many estate plans fail, and often not because of any flaws in the documents or the plans. Estate Planning failures frequently occur in the implementation and execution. Especially important are actions taken by others, often your children. They’re likely to be the ones putting key parts of the plan into action, not you. So to ensure […]
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Bob’s Journal for 2/21/19
The economy clearly is slowing. Is there a recession on the way? Most of the economic data the last few months has been weaker than previous data and weaker than expected. That has caused many economists to begin warning that a recession might occur in 2020 and perhaps later in 2019. Corporations have been issuing […]
Bob’s Journal for 2/14/19
Investors should shift their focus from the United States to other economies, especially Europe. Most investors have been complacent about Europe since the Greek debt crisis seemed to be resolved a few years ago. But there’s a lot more going on in Europe, and little of it is good. The European economy has been weak […]
Conquering the Key Retirement Fears: How to Make Your Retirement Happier, Healthier and Wealthier
Retirees and near-retirees, even the very wealthy, report having substantial fears about their retirement years. The concerns are both financial and non-financial. They’re also consistent, regardless of income, wealth and other factors. We’re going to discuss these key prevailing retirement fears and what you can do to overcome and conquer them in my latest Retirement […]
Update for February 7, 2019
Higher volatility and rapid changes in market momentum characterized the markets the last few months, and you should expect those trends to continue. Stock indexes steadily declined in the fourth quarter of 2018 until they hit the recent bottom on Christmas Eve. There was a modest increase alongside a lot of volatility in the last […]
