Bob Carlson shares miscellaneous advice on retirement and related topics
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Some Notable Events That Grabbed My Attention This Week I’ll make a live presentation at a MoneyShow’s Virtual Event next Wednesday, June 10, at 10:20 a.m. EDT, when I talk about “Important Recent Changes in IRAs and Other Retirement Planning Strategies You Must Know.” My Eagle Financial Colleague, Bryan Perry, and about 60 other investing […]
In last week’s edition of Retirement Watch Weekly, I introduced readers to the Family Bank Strategy. Today, we’ll answer some commonly asked questions about it, starting with… Who should consider the Family Bank Strategy? One good candidate is someone who is keeping money in conservative investments as a safety net or in case someone in […]
Have you heard of the “Secret 770 Account” and “The President’s Account?” Or maybe you’ve seen these: Banking on Yourself® or “Infinite Banking?” Or perhaps even these: “Becoming Your Own Banker,” “The Personal Bank,” or “The Retirement Miracle?” If you read financial publications, especially online, you almost certainly have come across some of these. You’ve […]
Early retirement is a goal of some people and a dream for many. There’s a lot of appeal in the idea of being financially independent and no longer tied to a job when people are still young enough to engage in a wide range of activities. Early retirement can mean living wherever you want and […]
It always is nice when the rest of the financial world begins to catch on to what I’ve been teaching my Retirement Watch readers. Many years ago, I began telling people that the first issue in retirement planning is deciding how you want to live in retirement. You can’t determine a realistic spending plan until […]
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 […]
Year-end financial planning is much more than tax planning, and it is very different this year. Making the right financial moves before Dec. 31 each year can extend the life of your nest egg. It is especially important to make shrewd moves as the year closes. You have to incorporate changes made by the Tax […]
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 […]
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