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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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 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 […]
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. […]
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 […]
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.
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, […]
Will the Federal Reserve and most investors be very wrong two years in a row? Market prices, especially futures prices, indicate most investors join Fed officials in believing the Fed won’t have to do much to dampen inflation and return economic growth to pre-pandemic levels. They also expect high profit margins to continue. They were […]
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, […]
I expect 2022 to be a year of surprises and volatility, even more so than the previous two years were. You can be prepared, and increase your financial independence and security, by starting the year with 10 key questions. In the latest Retirement Watch Spotlight Series, I list and discuss the questions you need to […]
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