Financial Advice for Retirement, Social Security, IRAs and Estate Planning

Retirement Planning

Bob Carlson shares miscellaneous advice on retirement and related topics

Found 28 Articles.
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Your Retirement Blueprint: 7 Key Questions for Ages 50 and Older

December 17, 2018

Successful retirement has a blueprint. Whether you are already retired or retirement is years away, you can follow the blueprint to enhance your financial independence. For starters, you should always have a written retirement plan. (Surveys of retirees demonstrate that those who have written plans are more satisfied.) Developing a plan requires you to carefully […]

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How Working Longer Is Changing Retirement Strategies

November 2, 2018

More and more Americans remain in the work force after age 65. Some people need the money and don’t want to walk away from the salaries they’re making. Others aren’t ready to leave the structure and activity of the work place. Many people haven’t found other activities that will give meaning and purpose to their […]

estate planning

5 Ideas to Simplify Your Financial Life

October 23, 2018

Most people find the financial part of their lives too complicated. Over and again, I’ve found that complicated finances lead to procrastination and stress. Too much time is spent simply organizing papers and data to figure out where things stand. By then, you’re too  exhausted to make decisions or implement changes. If that sounds like […]

Making the Best Use of Home Equity in Retirement Income

August 24, 2018

The residence usually is one of the most valuable assets retirees own. It also is one of the worst-managed assets. Few people realize the home can be used to increase retirement cash flow or know how to do so efficiently. In the past issues of Retirement Watch, we’ve gone over reverse mortgages and issues related […]

How to Plan Life Expectancy in Your Retirement Strategy

May 11, 2018

It’s one of the most important issues in anyone’s retirement plans… And most people completely shortchange it, resulting in a wildly inaccurate plan. You see, a goal of every retirement plan is to ensure your income and cash flow last at least the rest of your life. To meet that goal, you need a reasonable […]

simplify-your-finances

5 Strategies to Simplify Your Retirement Finances

March 2, 2018

Most people’s finances are too complicated. And what I’ve found – after 20-plus years of publishing Retirement Watch – is that complicated finances lead to procrastination and stress. Too much time is spent simply organizing papers and data to figure out where things stand. By then, people are too exhausted to make decisions or implement […]

6 Problems that Can Crush Your Retirement Plan Goals

February 9, 2018

It’s the story I hate to hear from my readers… People who planned well for retirement but saw their hard work and planning fall apart during retirement. These stories are all too common. Yet the causes of most of these retirement failures are well-known. Avoid these 6 problems and recurring mishaps, and your retirement is […]

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7-Step Checklist: How to Shelter Your Financial Security from Natural Disasters

December 15, 2017

The recent string of high-profile natural disasters caught many people by surprise — and created major gaps in their financial security. It can happen to any of us… It doesn’t have to be an historic hurricane, flood, or wildfire. You could be at risk from a broken water pipe, a tree falling on your home, or some other event. Bottom line: You […]

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