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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 815 Articles.
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Smart Ways To Leave a Legacy in your Estate Plan

September 11, 2022

Legacy planning is one of the most neglected parts of financial and estate planning. That’s too bad, because good choices about leaving a legacy can have powerful effects. Too often, estate planners and individuals focus only on the tax effects of potential giving strategies. But focusing more on non-tax effects and making shrewd choices can […]

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, […]


In my new Retirement Watch Spotlight Series, I’ll share my newest breakthrough strategies for protecting your assets and growing your portfolio, including how to prepare for the next market downturn. Click here now to learn more. 

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. […]

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. […]

The Economy and Stocks Start to Diverge

October 21, 2021

The tight relationship between the economy and markets might be ending. For some time, economic growth has been accompanied by higher stock prices, and stock indexes faltered when growth slowed or declined. Going forward, it is likely economic growth will continue while the stock indexes remain in a trading range or decline. Growth should continue […]

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