Retirement Articles
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Bob’s Journal for 11/14/19
Some Notable Events That Grabbed My Attention This Week President Trump announced that he and the First Lady have shifted their official state of residence to Florida. This news came hard on the heels of the October issue of Retirement Watch, which discussed the benefits of changing your state of residence or domicile and, more […]
Estate Planning Mistakes: Why Most Estate Plans Fail, Part II
In last week’s edition of Retirement Watch Weekly, we began revealing a list of reasons why most estate plans often fail. Please read on for the rest of the list… Clients generally need an estate planner who will spend some time getting to know about their families, their finances, and their general goals and values. […]
Must-Take Year-End Actions for Retirees: 2019 Edition
The last few months of the year are important for your finances. You can either make a few key moves that will increase your financial security, or you can treat the period like how you handle the rest of the year and let opportunities slip by. In my latest Retirement Watch Spotlight Series presentation, I […]
Bob’s Journal for 11/7/19
Some Notable Events That Grabbed My Attention This Week The main part of earnings season is over, and there was good news and not-so-good news in the reports. The not-so-good news is that earnings are down from a year ago. All the data isn’t in, but it looks like overall earnings will be about 2.5% […]
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Estate Planning Mistakes – Why Most Estate Plans Fail
A large percentage of estate plans fail to achieve one or more of their goals, and many of them fail for a surprising reason. One cause is the most surprising and perhaps most frequent reason estate plans fail: The estate owners do not implement their plans. The failure to implement an estate plan is surprising. […]
Bob’s Journal for 10/31
Negative interest rates finally are hitting deposit accounts. Negative interest rates have been a fact in much of the developed world, especially in Europe and Japan, over the last few years. However, negative rates are concentrated in bonds, especially government bonds. Thus, banks have been hesitant to pass negative rates on to their customers, but […]
Will Businesses Tip Us Into a Recession?
Will consumer spending continue to support business growth, or will sagging business growth drag down consumer spending? There are two contradictory trends in the economy, and they aren’t likely to co-exist indefinitely. It is clear that business activity is slower than a year ago, and businesses are reducing their investments. Manufacturing is performing the worst. […]
How to Exploit Your Grandchild’s Best Asset
Elaine recently welcomed the first grandchild, a granddaughter, into our family. A grandchild, especially an infant grandchild, has at least one substantial asset that the rest of us don’t. Time is working in favor of these youngsters. It’s too bad that people don’t come into the world knowing the power of compounded returns and determined […]
