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.
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The New Retirement Income Funds

January 1, 2008

The big financial services companies are heatedly competing for the assets of retiring Baby Boomers. In decades past these companies competed for the easy business of servicing those who need to accumulate capital for retirement. The firms emphasized convenience, cost, and growth potential. Things are more complicated as the Boomers begin to enter the draw […]


What is Behind the Boom in 529 College Plans

December 1, 2007

Investments in 529 college savings plans are increasing rapidly, and there are good reasons for it. The benefits are enhanced, and the alternatives are less attractive than they used to be. Congress expanded the Kiddie Tax and made it tighter, causing Uniform Gift to Minors Act accounts and direct gifts to children to be less […]

Riding the Global Boom

November 1, 2007

How you view the level of the stock indexes depends on your perspective or starting point. We just passed the five-year mark from the bottom of the bear market in October 2002. The markets had a strong five years and have done very well since July 2006. That sounds like a bull market. Take a […]


The Safe, Profitable Way to Invest in Hedge Funds

September 1, 2007

Hedge funds continue to make the headlines, largely because of funds that did not hedge anything. As many investors are finding out, these days “hedge fund” is a generic term that identifies any investment vehicle not subject to SEC regulations. Traditionally a hedge fund purchased investments the managers liked and sold short those that appeared […]


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.

Profit While Protecting Your Wealth

August 1, 2007

Bearish investors seem to be throwing in their towels. That and the continuing buyout boom appear to provide a floor for stocks. Yet, the apparent floor in stocks along with the potential risks outside the markets are reasons to retain some caution. When the last of the bears buys (or stops selling short) there won’t […]

estate planning

Are You Saving Too Much for Retirement?

June 1, 2007

People are saving more for retirement than is generally believed, but are they saving enough? Or are they saving too much? Two recent studies found that most people are on course to have enough saved for retirement. One study surveyed those born between 1931 and 1941 and found that at least 80% accumulated adequate funds […]


How Are You Doing?

May 1, 2007

Financial and retirement planning start with answering the question in the headline. After determining how you are doing, the next step is to define the actions that are needed to either help you do better or at least maintain your current status. Answering the first question is not as easy as many people suppose. Traditionally, […]


How to Evaluate Free Financing Ads

January 1, 2007

Flip through the ads in the newspapers and you will find offers for attractive financing of purchases of high-ticker consumer items. The offer usually states there is no-interest for a period of one year to three years. The offers are most likely to cover purchases of electronics (such as big screen televisions) and furniture. Are […]

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