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 145 Articles.
Get access to 1081 articles by subscribing to Retirement Watch and Retirement Watch Spotlight Series.

new-mortgage

Tips on Getting The Right New Mortgage

April 1, 2000

Mortgage interest rates are tumbling, spurring many people to buy homes or refinance current mortgages. When shopping for a mortgage, one of the first decisions is whether to choose a fixed rate or adjustable rate mortgage (ARM), sometimes known as a variable rate mortgage. Often there is a meaningful difference, or spread, between interest rates […]

pyramid-investing

The Pyramid For Portfolio Profits

April 1, 2000

It’s been a wild time in the markets, and that can make for dangerous times for investors. The stocks with the biggest gains in 1999 were those with no earnings and big losses. Meanwhile, uncertainty about inflation, interest rates, and the economy make the stock markets very volatile. Many investors are thinking of overhauling their […]

boost-yields

Easy, No-Risk Ways To Boost Yields

March 31, 2000

Income investors have had a rough time. Even after the recent run-up in interest rates, yields still are far below what they were a few years ago. Income investors whose investments have matured have had to reinvest to receive lower income. It is understandable that long time income investors don’t want to take the risk […]

how to really beat index funds

How To Really Beat Index Funds

October 1, 1999

Have you given up trying to beat the stock market indexes? Are you tired of actively-managed funds that tarnish their sterling performance records as soon as you invest? If so, you might be thinking of putting some or all of your stock investments in index funds. But why settle for only index fund returns? You […]

SUBSCRIBE TO RETIREMENT WATCH SPOTLIGHT SERIES

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. 

debt-free-home

Is A Paid Up House Right For You?

September 1, 1999

Not too long ago, debt was an asset. With high tax rates and deductible interest, debtors bore only a small portion of the interest expense. And with inflation high, it made sense to buy an appreciating asset with debt and pay back the debt with dollars that declined in purchasing power each year. The best […]

New-Keys-for-Picking-Winning-Funds

New Keys For Picking Winning Funds

June 1, 1999

To keep earning safe, solid investment returns you have to adapt. The investment markets change over time, and you have to recognize and accept those changes. A failure to be flexible, to learn over time, and to accept changes is why most investors and even professional investment advisers pick mutual funds in ways that are […]

growth-bonds

Growth Bonds

March 1, 1999

Many of you have learned the disadvantages of bonds: Your yield is locked in for the life of the bond, and when the bond matures you have to reinvest at current yields. In an era of falling rates, that means taking a cut in income. Wouldn’t you prefer to get steady, reliable income that actually […]

lifetime-income

Strategies for Income that lasts a Lifetime

March 1, 1999

Investing for income might not be the safest way to manage your retirement portfolio. Income investments certainly seem safe in the short-term. The income usually is secure. You can plan on it. The principal value doesn’t have the great gyrations you see in the stock market. But retirement can last 20 or 30 years. In […]

Log In

Forgot Password

Search