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Retirement Planning

Bob Carlson shares miscellaneous advice on retirement and related topics

Found 94 Articles.
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Winning Your Treasure Hunt for Lost Cash

May 4, 2018

You’ve probably seen the headlines about billions of dollars in lost money held by governments. They’re true, and some of the money might be yours. You don’t have to pay someone to find the money and return it to you. It’s easy to locate most of the lost money and have it returned. But a […]

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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 […]

Most Retirees Regret Not Saving More For Their Retirement

January 3, 2018

Here’s something you can share with your grandchildren or adult children if you’re already in or near retirement. More than half of adult Americans say one of the great regrets of their lives is not saving more for retirement, according to a new survey by American Century Investments. The survey also says most people expect […]

The Financial Worries of the Wealthy – Having enough money for Retirement

December 27, 2017

This article is based on a survey done for Personal Capital. The survey asked those with more than $500,000 in investable assets what their biggest financial worries were. The majority said their biggest worry was having enough money for retirement. The third worry was related; they worried that a market downturn would diminish their portfolios. […]

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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 […]

5 Most Likely Ways for Retirement Plans to Go off Track

November 27, 2017

The stories I most hate to hear are about people who planned well for Retirement but saw their work fall apart during retirement. These stories are all too common. Yet, the causes of most of these retirement failures are well-known. Avoid these recurring mishaps, and your retirement is likely to be successful. Helping too much. […]

Retirement Strategies that Might Not Work

November 8, 2017

This article examines three retirement investment and distribution strategies that are very popular and often recommended on web site. It finds that all fall short of retirement security at key times and don’t measure up to the results delivered by a balanced asset portfolio, what I call True Diversification. The popular stock portfolio would have […]

February 2022:
Congress Comes for your Retirement Money
A devastating new law has just been enacted, with serious consequences for anyone holding an IRA, pension, or 401(k). Fortunately, there are still steps you can take to sidestep Congress, starting with this ONE SIMPLE MOVE.
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