Retirement Articles
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The Coronavirus Pandemic Will Wield Serious Effects on Social Security
The coronavirus pandemic is going to have some serious, long-term effects on Social Security’s solvency. The U.S. trust fund that helps pay benefits to non-disabled Social Security beneficiaries is scheduled to run out of money in 2034, according to the latest Annual Report from the Trustees of Social Security released April 22. The date the […]
The Negative Pricing of May Crude Oil Futures Is Worth Analyzing
The price of oil plunged to a negative number yesterday, and that requires more explanation than it’s receiving in the general media. It is the price of a particular oil futures contract that fell as low as negative $37.11 on Monday, not the price of a barrel of oil. The futures markets can be complicated […]
How To Set Up a “Dynasty Trust” for Your Estate Plan
Dynasty trusts have been a mainstay of estate planning for a long time. They are a standard way to ensure family wealth is preserved and grows through several generations. Avoiding taxes has been a strong incentive to create a dynasty trust since the beginning of estate and inheritance taxes. Given that background, it would be […]
Bob’s Journal for 4/16/20
Market-Related Events Grabbed My Attention This Week Markets seem to be faster-moving and more volatile than ever. Unlike in most crises, the volatility has been moving in both directions. From the peak on Feb. 19 through the bottom on March 23, the average stock in the S&P 500 declined 39%, but since, that pivotal date […]
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The Hibernation Economy: The Novel Coronavirus Pandemic and Your Finances
In this month’s Retirement Watch Spotlight Series, I take a detailed look at the coronavirus pandemic, how the government is responding to it and its effects on the economy and your retirement finances. There’s a lot that’s new in the pandemic. The newness creates more uncertainty and increases market volatility. But there’s also much that […]
Bob’s Journal for 4/9
People who have tried to predict and bet on the stock indexes lately have been whipsawed. After a lot of economic activity began grinding to a halt, the stock indexes tumbled. Since most of the world’s market indexes moved in lockstep, it doesn’t matter much which index we view. At the lows of March 23, […]
How To Craft the Perfect Last Will & Testament, Part 2
In last week’s edition of Retirement Watch Weekly, we discussed ways to construct a will to maximize the inheritance you pass on to your heirs. Part I can be found right here, and we’ll continue exploring this topic below. Know your Children & Anticipate Issues with Your Estate Naming the oldest adult child as executor […]
Bob’s Journal for 4/2/20
Sharing Notable Events That Grabbed My Attention This Week The Coronavirus Aid, Relief, and Economic Stimulus (CARES) Act rolled through Congress last week, and the President signed it on Friday. The law contains many provisions. I want to cover a few that are of most interest to my readers and that seem to raise a […]
