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Retirement Investing

Bob Carlson offers his expert opinion on where to invest your money so that you can get through retirement safely and securely

Found 809 Articles.
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Why Your Retirement Portfolio Needs Inflation Hedges

April 24, 2022

Are we about to face another period of stagflation like the one in the 1970s? Before Russia invaded Ukraine, the economy already was facing a series of supply and demand shocks that pushed inflation to its highest levels in 40 years. The invasion has caused new supply shocks, reducing global supplies of oil, natural gas, […]

estate planning

How To Maximize Charitable Gifts in your Retirement Plan

February 20, 2022

Too many people, even financial advisors, wrongly believe charitable gifts are something to consider only near the end of the year. The benefits of charitable gifts often are maximized when you think about gifts early in the year and throughout the year. Also, consider benefits other than tax deductions, and integrate charitable giving with the […]


The ‘Retirement Spending Myth’ Debunked

February 13, 2022

Years ago, I took issue with the widespread belief that people could assume they would spend less in retirement than during their working years. Research continues to support my view. The foundation of retirement planning was that once retired, a person would spend 80% or less of pre-retirement income because certain expenditures would be eliminated, […]

How to Inflation-Proof Your Nest Egg

January 4, 2022

Many investment advisers consider exchange-traded funds (ETFs) to be the hottest investment product in years.  Learn all about the different types of ETFs and related funds out there by clicking the PDF below. […]

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How to Insure Your Way to a Rock-Solid Retirement

January 4, 2022

The insurance decisions during and near retirement are some of the most important and complicated in your lifetime.  Click the PDF below to discover a few simple ways to protect your assets and reduce your costs in all areas of insurance. […]

Cashing in on Congress’ $350,000 Retirement Shocker

January 4, 2022

To read the Special Report, please click the PDF below. […]

How To Use Health Savings Accounts (HSAs) To Power Your Retirement Plan

August 8, 2021

The number of health savings accounts (HSAs) is soaring. Yet most account holders fail to take full advantage of the retirement planning power of HSAs. There were more than 30 million health savings accounts holding about $82.2 billion at the end of 2020, according to an estimate from Devenir, a firm that offers investment services […]

The Fed’s Changing Monetary Policy

June 30, 2021

The markets are changing as investors anticipate and worry about the Federal Reserve’s plan to remove some of the liquidity it pumped into the economy since March 2020. Liquidity provided by the Fed has been the main influence on the economy and investment markets since 2009. The Fed’s motivation has been to avoid a depression […]

July 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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