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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 829 Articles.
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January 2007

January 1, 2007

January 31, 2007 05:10 p.m. The Fed Boosts the Markets It was a good day all around for the stock markets. The day got off to a good start with the GDP report. It revealed stronger-than-expected growth and declining inflation. Consumer spending was high. The only negatives in the report were a sharp declining in […]


Pension Lump Sum Payouts to Decline

January 1, 2007

Lump sum pension payouts are likely to fall for many retirees over the next few years. The Pension Protection Act of 2006 changed the rules for computing payouts, and they apply retroactively. The new rules affect people in old-fashioned defined benefit pension plans. These are the plans that guarantee annuities to members at retirement. Members […]


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 […]


3 Myths About Investment Fees

August 1, 2006

Myths about investment fees are widespread among investors. The myths include mutual fund management fees. As a result, many investors pursue the wrong investments and earn lower returns than they should. It is easy to understand how investors stray down the wrong path regarding fees and expenses. Of the main elements of investment management – […]


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.


Discount Brokers: Changes and Updates

July 1, 2006

Changes have been sweeping the world of discount and mutual fund brokers. Just a few years ago the brokers were re-trenching and, in many cases, chasing away customers they considered unprofitable. Higher fees and minimums were the order of the day. Those trends are reversed at most discount brokers, and additional changes are occurring. One […]

real estate

TopReasons for Buying Real Estate for College

June 1, 2006

The room at college doesn’t have to be an expense. It can be a tax break, with the potential for income and capital gains. It also might be a way for parents or grandparents to acquire a retirement home or second home. You can get these benefits by purchasing a place for your grandchild or […]


Biggest Retirement Mistake

May 1, 2006

Americans approaching Retirement remain mistaken about key aspects of retirement. Becauase of this, they risk going into their nonworking years with inadequate resources. Retirement could be full of surprises for a number of Baby Boomers. An annual survey by the Employee Benefits Research Institute shows many Americans are confident about their retirement years. In the […]


How to Make Your Portfolio Last Forever

May 1, 2006

Managing your assets as you roll into retirement is a lot different than it used to be. Or at least it should be. The days of rolling all your assets into bonds or CDs are over. Traditional retirement or financial plans make a number of simple assumptions. At retirement, the plans assume the retiree will […]


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