Financial Advice for Retirement, Social Security, IRAs and Estate Planning

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 152 Articles.
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Retirement Investing – Why It’s Best to Mix Things Up

March 7, 2019

I recently came across an article in Outside magazine online describing a study that sought to determine which form of exercise is better for health and longevity. The choice was between cardio, or aerobic, exercise and weight lifting, or resistance exercises. It is a longstanding and controversial question among people who study health and fitness. […]


The New Rules for 529 College Savings Plans & K-12 Tuition

February 4, 2019

The last tax reform law provided a tool that’s such a good way to help pay for a family member’s education… Many states are worried it will break their budgets! You’re probably familiar with 529 college savings plans. These are sort of like Roth IRAs for college savings. They were created in the 1990s, and […]

estate planning

How to Incorporate a “Portfolio Transition” in your Estate Planning

August 31, 2018

Have you ever considered how your investment portfolio and other assets will be managed in the future and how to adress this during your Estate Planning process? Odds are — after you’re no longer managing the assets — nothing good is going to happen. Now that may sound awfully negative… but I’ve discovered that too […]


The Smart Way to Sell Stock & Fund Shares in Retirement

March 16, 2018

Far too many investors give the IRS far too much of their money. Why?  Because they don’t know a few simple rules. Chances are, you already know the basics of computing capital gains taxes when you sell shares, stocks and mutual funds. You have a gain or loss that is determined by subtracting your tax […]


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An Important Anniversary

October 19, 2017

It was 30 years ago today that the U.S. stock markets experienced Black Monday, still the largest single-day decline in the stock indexes. The Dow Jones Industrial Average declined 22.6% in one trading session. That was 508 points at the time and about 5,775 points at today’s level. But that was only part of the […]

Yellen Surprised by Inflation

October 16, 2017

Anyone who’s monitored Fed pronouncements the last few years knows that the central bank has significantly overestimated inflation. While others have said forces were in place to keep inflation below what it would be at this point in a traditional business cycle, the Fed disagreed. In this article, Chairman Janet Yellen acknowledges the Fed’s been […]

Dodge & Cox Profile

October 16, 2017

One of my favorite mutual fund firms is Dodge & Cox. Their stock fund consistently has beaten the S&P 500 over an extended period. The firm charges low fees, and its winning investment style has continued to excel through several generations of management. Read the profile. The old-school investment firm does virtually nothing to promote […]

The World Bank and China

October 16, 2017

China is a fairly wealthy and rapidly-growing country. Yet, it borrows from the World Bank. This article is an evenhanded discussion of the situation, pointing out arguments for and against allowing China to borrow from the World Bank. It concludes that the relationship eventually will end but there’s no reason to rush it. Yet China […]

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