Retirement Articles
Found 3639 Articles.
Get access to 4376 articles by subscribing to Retirement Watch and Retirement Watch Spotlight Series.
Estate Planning Basics for Everyone
Now, only the very wealthy have to worry about Estate Planning. Many Americans are starting to think that way. Congress will not let the estate tax expire in 2010. Instead, it is likely to enact a permanent law with an exemption equal to or exceeding 2009’s $3.5 million level. To many people that means their […]
June 2009
June 26. 2009 10:00 a.m. Highlighs from the Week I don’t usually comment on Federal Reserve’s actions or the statements that go along with its policy announcements. But this week’s announcement is worth a note. While the statement is very similar to the last statement, it definitely is more cautious and even pessimistic about the […]
Evaluating Investment Life Insurance
The bear market in traditional assets has investors in search of different ways to invest their savings. One strategy investors are trying, if sales figures are an indication, is to invest through life insurance policies. Investment life insurance is nothing new. It was widely-used from after World War II through the 1980s. As the stock […]
The Coming Wave of Scams
The headlines seemed to be filled with investment frauds and scams. Bear markets tend to reveal Ponzi schemes and other frauds. But do not get the impression the scams are only a product of the bull market. Tough times tend to produce more scams than good times, because people are more desperate for help. The […]
SUBSCRIBE TO Lifetime Retirement Protection Program
Bob’s exclusive new service gives members the tools and knowledge to maximize their retirement finances for the rest of their lives. The Lifetime Retirement Protection Program includes all monthly issues of Bob’s Retirement Watch newsletter, all monthly video webinars in his Retirement Watch Spotlight service, every one of Bob’s premium reports and white papers (past and future), complete access to RetirementWatch.com, and 90 days’ membership in Eagle Financial’s DividendInvestor.com. Click here now to access all of Bob Carlson’s research.
Critical New Trends in Long-Term Care
Many people do not realize that long-term care insurance has been a mainstream product only since the 1980s. It still is evolving, and insurers are learning more all the time. Also, there are dramatic changes occurring in the population and in medical care that affect the pricing and terms of long-term care insurance. In this […]
May 2009
May 27, 2009 03:45 p.m. Don’t Worry About Missing Out U.S. stock indexes are about 40% above their lows of March 9. Many international markets, especially emerging markets, have returned even more. Many investors are becoming impatient to join the markets and capture whatever is left of the rally. I hope they will refrain from […]
Why to do Year-End Tax Planning Now
It could be profit-able for you to make a traditional year-end tax planning move early this year. Waiting could reduce a significant tax planning benefit. Usually I tell you to use the last quarter of the year to go through your portfolio and consider selling assets in your taxable accounts that have paper losses. Tax […]
The Four Goals of Legacy Estate Planning
Over the years we stressed to our members that Estate Planning is about much more than taxes. For many decades, people believed estate planning and estate tax planning were the same thing. That was understandable when the lifetime estate tax exemption was $600,000. Many “modest millionaires” who considered themselves middle class would be hit by […]
