Retirement Watch Weekly
What Is Estate Planning? A Comprehensive Overview of the Basics
What is Estate Planning – Contents: What is Estate Planning? Components of an Estate Plan The Will Probate Trusts Revocable Living Trusts Power of Attorney Medical Care Documents Other Estate Plan Documents Lifetime Gifts Life Insurance Burial and Funeral Estate Planning Mistakes Beginning the Estate Planning Process Estate Planning Forms and Documents Estate Planning Checklist […]
Bob’s Journal for 8/15/19
There’s a lot happening in the exchange-traded fund (ETF) world, and investors should be aware of the changes. ETFs are, by at least some counts, the fastest-growing investment vehicle ever. They were created only in the 1990s but rapidly became a favorite for many investors. Thousands of ETFs were created. At one point, it was […]
Retirement Watch Publications
Hi bob Carlson here, I’m a former certified public accountant and attorney that has devoted the past 15 years of my life to providing individuals the knowledge to better maximize their retirement finances. I have served on the Board of Trustees of the Fairfax County Employees’ Retirement System since 1992 and been the chairman since […]
How to Reduce Estate Taxes and Cut the IRS Out of Your Estate Plan
There are four basic strategies for reducing estate taxes: • Reducing assets from the estate • Removing future appreciation from the estate • Increasing deductions, and • Buying life insurance. Within those four estate planning strategies are many options. Not all will be appropriate for you. But below I discuss your estate tax reduction options […]
10 Reasons to Think Twice About Early Retirement
In my new Retirement Watch Spotlight Series, I’ll share my newest breakthrough strategies for protecting your assets and growing your portfolio, including how to prepare for the next market downturn. Click here now to learn more. […]
Bob’s Journal for 8/8
Investors quickly need to develop a process and policy for dealing with events and issues that are well outside the usual economic and market changes. Most investors have plans for dealing with changes in Federal Reserve policy and tax policy. They know what to do, or not do, when a short-term event or new news […]
5 Questions for Updating Your Estate Plan Part II
Last week, I shared with you Part I of my list of 5 questions for updating your estate plan. Today we’ll pick back up at number 3… 3. Here’s the third question about updating your estate plan… Where are you spending time? Each state has its own laws governing estates, trusts, property ownership, and powers […]
Bob’s Journal for 8/1
The U.S. economy slowed in the second quarter, but there are signs that growth is increasing in the third quarter. Last week’s gross domestic product (GDP) report for the second quarter shook many people and was said to increase the case for the Federal Reserve’s interest rate cut this week. It is important to remember, […]
