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It is more important than ever to track your retirement medical expenses and know which qualify for tax deductions. The ability to deduct medical expenses was restricted by the Tax Cuts and Jobs Act (TCJA) in several ways. The standard deduction was doubled. You deduct medical expenses only if you itemize expenses on Schedule A […]
Value stocks finally might be ending their long period of lag. Historically, value stocks generate higher long-term returns than growth stocks. But the two types of stocks take turns having better performance over shorter periods. In recent years, however, value stocks have lagged well beyond growth stocks for such a sustained period that analysts were […]
Everyone needs a will… even if all your assets are owned by a living trust or held in joint title. A will is a legal document in which a person, known as the testator, sets forth his or her wishes about how to distribute an estate’s assets, pay debts, care for any minor children, and […]
Some Notable Events That Grabbed My Attention This Week I wish all my readers a Happy Thanksgiving. I completed this week’s Bob’s Journal a day early to accommodate the holiday. Stock investors certainly have a lot to be thankful for this year. The S&P 500 hit a record closing high on Nov. 1. In 12 […]
What you don’t know about retirement can hurt you. In fact, just a few wrong decisions in your investments, taxes, or estate planning could completely derail your retirement plans. Worse yet, the rules of the game keep changing, making it harder to keep up. For these reasons, I’ve assembled all the key points – everything you need to know — into one comprehensive report. Click here today for free access.
Some Notable Events That Grabbed My Attention This Week Prescription drug expenses absorb more and more of retirement income, but it’s not because medicine prices are soaring. There are a few well-publicized cases of significant increases in prescription drug prices, with insulin probably drawing the most attention. But in general, the price of medicine isn’t […]
Almost everyone has a Social Security number and is eligible for Social Security benefits. Yet, survey after survey indicates people know little about the program and their benefits. Moreover, much of what people think they know is wrong. Let’s take a look at some key misunderstandings and oversights about the program. Understanding Benefit Statements The […]
Central banks in the developed world made a historic shift in their policies the last few months, and many people haven’t noticed or don’t realize the significance. The Federal Reserve and other central banks now are actively and preemptively fighting deflation. In the past, central banks were most concerned about containing inflation and they’d tighten […]
Survivor’s benefits are one of the most valuable features of the Social Security system. Their downside is that the rules and options can be so complicated that people fail to maximize the benefits. Married couples should know that after one spouse passes away, one Social Security benefit will end; the surviving spouse will receive only […]
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