Retirement Articles
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How to Handle Three of the Toughest Estate Planning Decisions
Some estate planning decisions are more difficult than others. Some of those decisions have the potential to cause problems, even tearing a family apart after the decisions are revealed.There are three especially difficult decisions that have the potential to cause long-lasting problems. Who inherits the personal items? Most estates have a lot of what the […]
Understanding the Last Will and Testament
The terms “last will and testament” and “will” often are used interchangeably and today mean the same thing. Both refer to a legal document that outlines a person’s final wishes regarding the distribution of assets and property after death and often other matters, such as the guardianship of minor children. Will is often used as […]
Beware of Social-Media-Hyped Stocks
****************************************************************** Publisher’s Note: Are you looking for a great Valentine’s Day gift? We were going through some areas of our office and found a box of beautiful rose pendants that were widely popular a few years ago. These are 24K gold and pure silver — a hard combination to find in any jewelry store. Click […]
Today’s Long Term Care (LTC) Crisis Has a Solution [Our 2021 Strategy]
It’s estimated that more than 72% of older Americans (65 and over) will require long-term care (LTC). And there’s a 91% chance that, if you are married and over age 65, one of you will experience a long-term care event. What’s more, the average lifetime cost of their long-term care will range between $250,000 and […]
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Bob’s Journal for 1/14/21
****************************************************************** Publisher’s Note: Are you looking for a great Valentine’s Day gift? We were going through some areas of our office and found a box of beautiful rose pendants that were widely popular a few years ago. These are 24K gold and pure silver — a hard combination to find in any jewelry store. Click here now to […]
How To Simplify the Probate Process
In last week’s issue of Retirement Watch Weekly I presented 10 Steps to Avoid the Probate Process. Since this can be a complicated process, I’ll expand on those and explain the most commonly used probate forms. Probate can be a long and expensive process in which an estate is settled and distributed to the next […]
Social Security Surprises, Quirks, Misunderstandings and Rules for Retirees and Near-Retirees
Social Security’s trust fund is going broke, but Social Security is a key source of income for most retirees. Social Security becomes a more important source of income the longer retirement lasts. Unfortunately, as I learned researching my latest book, few people really understand Social Security and make the best choices for them. It’s not […]
Bob’s Journal for 1/7/20
Some Notable Events That Grabbed My Attention This Week Social Security Continues to Let Down Beneficiaries Near the end of 2020, the Inspector General (IG) of the Social Security Administration (SSA) issued more reports on the agency’s shortcomings. A report in December was divided into several sections. One key section focused on a study of […]
