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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

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How to Insure Your Way to a Rock-Solid Retirement

May 9, 2024

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. […]

To My Heirs: A Book of Final Wishes and Instructions

April 3, 2024

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

Cashing in on Congress’ $350,000 Retirement Shocker

March 1, 2024

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

The Essential Guide for Retiring in the 2020’s

November 7, 2023

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. […]

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The Three Strategies for Principal-Protected Lifetime Income Planning

May 12, 2023

Why do we save and invest during our working years? Saving and investing are not ends in themselves. Eventually, we want to convert the accumulated savings into cash flow and income for ourselves, our loved ones and perhaps charities. We want to establish a retirement paycheck. I’ve identified three strategies for creating a steady source […]

The Fed Is Fighting a Two-Front War

April 24, 2023

The Federal Reserve is fighting simultaneously for both price stability and financial stability. Because the Fed pumped too much money into the economy in the years before 2022, high inflation became self-sustaining, causing the Fed in 2022 to engage in perhaps its fastest and most aggressive monetary tightening ever. Negative effects of the tightening are […]

When Your Bank and Retirement Accounts Can Be Seized

April 24, 2023

The recent failures of Silicon Valley Bank and Signature Bank almost triggered the first use of the “bail-in” established in the Dodd-Frank financial regulation law enacted after the financial crisis of 2007-2009. The federal government prevented use of the provision and acted to protect large accounts of a number of Silicon Valley firms by declaring […]

Know the Safety Nets and Other Protections for Your Money

April 24, 2023

Bank failures are in the headlines again. Tighter Federal Reserve monetary policy or an approaching recession almost always lead to more bank failures. To avoid being caught in a failure, of course do what you can to avoid a high-risk bank or financial services company. But banks and other financial services firms carry risks that […]

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