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
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
To read the Special Report, please click the PDF below. […]
The Essential Guide for Retiring in the 2020’s
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. […]
Fed Policy Will Have to Stay Tight for A While
Many analysts are prematurely sounding “all clear” and declaring we’ve seen the worst effects of the Federal Reserve’s tighter monetary policy. It is understandable. We haven’t had a full Fed tightening cycle in many years. Long-term factors kept a lid on inflation for about 20 years, allowing the Fed to ease policy whenever the economy […]
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What you don’t know about retirement can hurt you. In fact, just a few wrong decisions in your investments, taxes, or estate planning could completely derail your retirement plans. Worse yet, the rules of the game keep changing, making it harder to keep up. For these reasons, I’ve assembled all the key points – everything you need to know — into one comprehensive report. Click here today for free access.
Facts to Know Before Taking the Social Security Lump Sum Cash Option
The Social Security Administration still is doing a disservice by coaxing applicants into taking the optional lump sum cash payment when they sign up. The beneficiaries more than pay for it over the long term. The lump sum option isn’t new. But many applicants don’t know about it until the SSA offers it to them […]
The End Game Approaches: Investment and Economic Review
The Federal Reserve overreacted to the pandemic, dumping way too much liquidity into the economy. That released the inflation genie from its bottle, causing inflation to reach its highest levels in more than 40 years in 2022. Will the Fed overreact again and keep monetary policy tight until we have a serious recession? Or is […]
What First Quarter Earnings Reports Revealed About the Economy
Stock and bond markets are priced for an extremely optimistic outcome, but first-quarter earnings and recent economic data point to a different future. The futures markets indicate investors expect the Federal Reserve will expand the money supply and reduce interest rates rapidly starting this summer. Inflation is expected to retreat to the Fed’s 2% target […]
20 Retirement Secrets That Will Change All Your Plans in 2023
20 Retirement Secrets That Will Change All Your Plans in 2023
