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Retirement Planning

Bob Carlson shares miscellaneous advice on retirement and related topics

Found 109 Articles.
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3 Shrewd Ways Reverse Mortgages Can Enhance Retirement Security

March 6, 2022

Forget the negative media reporting on reverse mortgages and forget the television commercials promoting reverse mortgages. A reverse mortgage can be a way to use home equity safely and strategically. Home equity is perhaps the least-used asset in most retirement plans. With the right strategy, a reverse mortgage can use the home equity to reduce […]

“The #1 Way to Shield Your Retirement from the Inflation Nightmare” Conference Call 2/8/22

February 8, 2022

Welcome to my subscriber-only conference call: The #1 Way to Shield Your Retirement from the Inflation Nightmare. Click on the image below to listen to the conference call. Click Here Now to Learn More About the Lifetime Retirement Protection Program

“The #1 Way to Shield Your Retirement from the Inflation Nightmare” Conference Call 2/8/22

February 8, 2022

Welcome to my subscriber-only conference call: The #1 Way to Shield Your Retirement from the Inflation Nightmare. Click on the image below to listen to the conference call.  Click Here Now to Learn More About the Lifetime Retirement Protection Program

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How Retirees Can Increase Lifetime Income by Five Figures

December 26, 2021

Maximizing Social Security retirement benefits is one of the more important actions a married couple can take. It’s also a goal many couples have difficulty achieving. Lifetime income can increase by 5 figures… tens of thousands of dollars, and even more, when Social Security benefits are claimed at the optimum time, or close to it. […]

“New Attacks on Your Retirement are Happening Daily!” Conference Call 11/15/21

November 15, 2021

Welcome to my subscriber-only conference call: New Attacks on Your Retirement are Happening Daily! Click on the image below to listen to the conference call.  Click Here Now to Learn More About the Lifetime Retirement Protection Program

“New Attacks on Your Retirement are Happening Daily!” Conference Call 11/15/21

November 15, 2021

Welcome to my subscriber-only conference call: New Attacks on Your Retirement are Happening Daily! Click on the image below to listen to the conference call.  Click Here Now to Learn More About the Lifetime Retirement Protection Program

How Retirees Safely Double Their Spending: How to Use the Retiree’s Secret Weapon

November 12, 2021

Financial advisors, economists and other researchers have reported a unique problem with many retirees. They’re not spending enough money. Many retirees spent their working years focused on saving and accumulating. Then, they carry those practices into retirement. They remain focused on increasing their nest eggs, or at least not spending them down. There are good […]

6 Problems that Can Crush Your Retirement Plan Goals

September 5, 2021

It’s the story I hate to hear from my readers… and given today’s turbulent economic conditions, I’m hearing it more and more often… 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 […]

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