Found 154 Articles.
Get access to our full article archive by subscribing to Retirement Watch and Retirement Watch Spotlight Series.
Technology makes it easier to steal someone’s identity and money. But the focus on threats from technology is opening people up to serious losses by misdirecting attention. Despite its fast growth rate, high tech identity theft is not the most serious scam you face. The data are clear. Your greatest risk of either identity theft […]
State and local taxes are a higher portion of retirees’ expenses than in the past. These taxes are a more important factor in people’s decisions of where to live in retirement. Yet, many people are making decisions with the wrong information. If state and local taxes are important to you, do not rely on information […]
People do a lot these days to protect themselves from identity theft. Few people, however, take steps to prevent the identity theft that is likely to occur after someone passes away. That time can be ideal for identity thieves. Loved ones aren’t likely to be focused on the possibility of identity theft. In the estate […]
The biggest planning mistake most people make is not realizing how much retirement will cost and how much money they will need. Fortunately, those who remember a few principles and use today’s low-cost technology can substantially reduce the margin of error. Surveys of future retirees abound. An interesting recent survey from Merrill Lynch found that […]
Bob’s exclusive new service gives members the tools and knowledge to maximize their retirement finances for the rest of their lives. The Lifetime Retirement Protection Program includes all monthly issues of Bob’s Retirement Watch newsletter, all monthly video webinars in his Retirement Watch Spotlight service, every one of Bob’s premium reports and white papers (past and future), complete access to RetirementWatch.com, and 90 days’ membership in Eagle Financial’s DividendInvestor.com. Click here now to access all of Bob Carlson’s research.
The recent termination of the United Airlines pension plan put pension safety on the front burner. The news quickly was followed in Congress by hearings and reports on the underfunding of both corporate pension plans and the government guarantee agency, the Pension Benefit Guarantee Corporation. Most large companies offer some kind of a guaranteed pension […]
Older Americans are ready targets for exploitation and abuse. Unfortunately, sometimes the sources of exploitation are caregivers or others the person trusts. Loved ones and friends can take action to prevent such abuse and to catch it before it gets too far. Consider taking the following actions. Be involved. Even if you have no legal […]
Opportunities are increasing for cheap investors. Only a couple of years ago I reported that the discount and mutual fund brokers were raising fees and increasing minimum investment amounts. The brokers didn’t want small investors, frugal investors, or long-term investors. Since then, the stock market has rebounded and trading volume is up. In addition, a […]
Identity theft was on the rise again in 2004. But the causes of ID theft will surprise most people. A new study issued by the Better Business Bureau found that a minority of known ID theft occurred over the Internet. The study found that in 68.2% of ID theft cases in 2004 information was obtained […]