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 Avoid the Major Causes of Retirement Failure: The Six Steps You Must Take
Many retirement plans fail. They fail even though the retiree is financially secure, able to pay the bills and has wealth to pass on to his or her heirs. Whether you are already in retirement or planning for it, it’s important to identify the keys to retirement success and take the appropriate actions. The main […]
The Tradeoff: Inflation vs. Growth
The Federal Reserve now must choose between infla- tion and eco- nomic growth, and indications are it will sacrifice growth to reduce inflation. Since the financial crisis, the Fed hasn’t had to make this choice. Long- term factors contained inflation. There was little risk monetary stimulus would trigger an inflationary spiral. Things are different now. […]
Why Your Retirement Portfolio Needs Inflation Hedges
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, […]
The Risk of Stagflation Increases
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, […]
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Cracking the Nest Egg: How Most Retirees Turn Portfolios into Cash Flow and How They Can Do It Better
The main goal of retirement planning is to convert a lifetime of accumulated savings and wealth into retirement income or cash flow. Most retirement plans either don’t do that in a systematic way or use an approach that leaves a lot of money on the table. In the latest episode of the Retirement Watch Spotlight […]
The Fed Continues to Deflate the Bubbles
Will we experience another 2018? Markets are betting that we will, but they ignore important differences between then and now. The Federal Reserve gradually began reversing its extraordinary monetary policies from the financial crisis in 2015. In 2018, the Fed raised interest rates and withdrew liquidity from the economy. The effects were sudden and significant. […]
How To Maximize Charitable Gifts in your Retirement Plan
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
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, […]
