Retirement Articles
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What You Need to Know About Safe Deposit Boxes
Everyone’s heard about safe deposit boxes, but important facts about the boxes are a mystery to most people. It is a rare person who doesn’t know what a safe deposit box is. It’s an equally rare person who knows key details about the boxes. Many items that are kept in safe deposit boxes wouldn’t be […]
Protect Your Legacy by Taking the Steps Most People Don’t
Most Americans know the legacy they want to leave, but few take even the minimal steps to ensure that legacy. A legacy is what you leave behind, especially to heirs and loved ones. A legacy can include things, such as money, property and other tangible items. Some of these items might have monetary value while […]
Bob’s Journal for 1/16
Stock prices aren’t the only feature of the stock market which are reaching record highs. The percentage of the companies listed on the stock market exchanges that have reported losses is rising. A report from Société Générale featured in The Wall Street Journal concluded that almost 40% of the listed stocks reported losses over the […]
Unlocking the Secrets to Maximizing Social Security at Any Age
This isn’t another lecture about waiting to claim Social Security retirement benefits. Instead,this is more of an advanced course to make sure you and your spouse maximize your lifetime Social Security benefits. Even those who already are claiming retirement benefits are likely to learn important information. This edition of the Retirement Watch Spotlight Series also […]
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Bob’s Journal 1/9
You can’t anticipate what’s going to happen next between the United States and Iran or between the United States and China. Events and rumors regarding those conflicts move the markets many days and over longer periods of time. You could try to guess which way the conflicts will go and invest accordingly. Of course, you’ll […]
Estate Planning Basics – The Importance of Updating Your Estate Plan in 2020
It’s now 2020, and many people still have their estate plans on the backburner. They know the estate tax has changed a lot in recent years, and probably will change again. Many believe that since today’s generous estate tax exemption exceeds the value of their estate, they don’t need to worry about an estate plan. That’s a big mistake, and needs to be emphasized. […]
Bob’s Journal for 1/2
We experienced yet another tumultuous year in the economy and markets in 2019. Many people were surprised more than once. Recall that as 2018 drew to a close, Federal Reserve officials were starting to indicate they might have made mistakes in 2018. Monetary policy was tightened significantly in 2018, and the effects were starting to […]
10 Most Common Estate Planning Mistakes–And How to Avoid Them
Click the PDF below to read this Special Report. […]
