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 846 Articles.
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How to Make Your Portfolio Last Forever
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 […]
529 Plans Equalized, Estate Planning Should Adjust Accordingly
The recent deficit reduction law gave a boost to 529 prepaid college plans. There are two types of 529 plans: prepaid plans and savings plans. Under prepaid plans, the state guarantees that tuition and fees are covered by an amount determined today, even if inflation or investment returns are different from what was anticipated. The […]
How to Put Investments in the Right Places?
With today’s tricky tax law, the account in which you hold an asset can be as important as which assets you own. Unfortunately, too little attention is paid to the issue of which accounts should hold which investments. Most of us have more than one type of investment account: 401(k)s, traditional IRAs, Roth IRAs, taxable […]
Should Retirees Pay Off Their Mortgage?
Not long ago a key part of every retirement plan was paying off the mortgage. I’m told that a popular ritual was the mortgage-burning party, though I have never been to one. Now, it seems that fewer retirees consider paying down the mortgage to be important. To the contrary, maintaining a substantial mortgage frequently is […]
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What Longer Life Expectancy Means For Your Money
Americans are living longer. Financial professionals and government officials realized this some years ago and have been studying what that means. Many individuals, however, are not aware of the significant changes in longevity and what it means for their finances. Longer Life Expectancy means longer retirements. Men who are 65 today will live on average […]
Pockets of Opportunity in the Stock Market
The trends that boosted our portfolios ahead of the indexes this year are likely to last another quarter or more. As more and more investors notice our returns and invest with us, it will become time to move into other investments. We aren’t at that point yet, but I’m already drawing up a short list […]
Stocks to Hold for the Long Run
We are coming up on the one year anniversary of our portfolio of 15 stocks for the next decade. For those who want to own individual stocks in addition to mutual funds, I created a portfolio of 15 companies that you should be comfortable owning for the next decade. This is not a trading portfolio, […]
Japanese Stocks Catching Fire
The doormat of international financial markets, Japan, appears to be turning around as we anticipated a couple of years ago. At Retirement Watch we have a history of following the Japanese market. Investors with long memories will recall that Japan had the world’s hottest stock market in the 1970s and 1980s. There even were fears […]
