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Bob's Journal

Found 346 Articles.
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Bob’s Journal for 1/14/21

January 14, 2021

****************************************************************** 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 […]

Bob’s Journal for 1/7/20

January 7, 2021

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 […]

Bob’s Journal for 12/31/20

December 31, 2020

Some Notable Events That Grabbed My Attention This Week Reporting New Tax Law Surprises Congress recently passed, and the President signed into law, the largest legislation — by volume — ever approved by Congress. The Consolidated Appropriations Act was more than 5,000 pages. Most of the media attention was on the fiscal stimulus provisions, but […]

Bob’s Journal for 12/24

December 24, 2020

This 2020 Holiday Season Will Be Different But Not the Worst This 2020 holiday season will be different for Elaine and me, as I’m sure it will be for you. While we have been healthy, our traditions have been shattered. We will have a small Christmas dinner with another couple in the neighborhood who we […]

Social Security Continues to Underpay Beneficiaries

December 17, 2020

There is more evidence that you can’t depend on the Social Security Administration (SSA) to give good advice or ensure you receive all the benefits the law allows. The latest evidence for this comes from the SSA itself, through two audit reports from its Office of Inspector General (OIG). One audit report focused on Social […]

Bob’s Journal for 12/10/20

December 10, 2020

How Social Security’s ‘Hold Harmless’ Rule Protects Beneficiaries A number of joint Social Security and Medicare beneficiaries are learning the importance of Social Security’s “hold harmless” rule. The rule protects Social Security beneficiaries from having their net benefits reduced by an increase in their Medicare Part B premiums. It applies only to Social Security beneficiaries […]

Bob’s Journal for 12/3/20

December 3, 2020

****************************************************************** Publisher’s Note: Are you looking for a great holiday 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 […]

Bob’s Journal for 11/25/20

November 25, 2020

Happy Thanksgiving in This Unique, Eventful Year of 2020 Happy Thanksgiving in this unique, eventful year. I’m preparing this week’s Bob’s Journal early so you receive it before the holiday. I’m dispensing with the regular format to let you know that my wife, Elaine, and I thank you for the opportunity to help you establish […]

February 2022:
Congress Comes for your Retirement Money
A devastating new law has just been enacted, with serious consequences for anyone holding an IRA, pension, or 401(k). Fortunately, there are still steps you can take to sidestep Congress, starting with this ONE SIMPLE MOVE.
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