Retirement Watch Weekly
Your Retirement Finance Week in Review
The Federal Reserve might have signaled a pause in its tightening policy, but it’s too soon for investors to relax. The Fed began talking about tighter monetary policy in 2013. Then-chairman Ben Bernanke’s remarks led to what is known as the taper tantrum. Markets, especially bond markets, panicked at the notion that the Fed might […]
How Seniors Can Better Protect Themselves from Financial Fraud
Many believe that Wall Street and the financial services industry exist primarily to siphon money from people through high fees, excess trading, complicated products and other means. But a significant segment of the financial world is working to protect seniors from being abused or conned… And new rules are helping the change. In fact, in […]
Portfolio Changes to Increase Our Margin of Safety Amid Market Volatility
What you don’t know about retirement can hurt you. In fact, just a few wrong decisions in your investments, taxes, or estate planning could completely derail your retirement plans. Worse yet, the rules of the game keep changing, making it harder to keep up. For these reasons, I’ve assembled all the key points – everything you need to know — into one comprehensive report. Click here today for free access. […]
Happy Thanksgiving 2018
Happy Thanksgiving to all my subscribers and readers. I’m thankful for the opportunity to help each of you establish and maintain your financial independence. Most people believe the first Thanksgiving took place in Plymouth, Massachusetts. I don’t want to upset any of my readers and friends in the Bay State, but the first Thanksgiving in […]
The # 1 “Overlooked” Retirement Expense
It’s the “forgotten” outlay in most retirees’ finances. It is also one of the largest expenses in the budgets of those 65 and older… yet completely taken for granted by both individuals and finance professionals alike. The expense? Transportation. Transportation accounts for 16% of annual spending by Americans 65 and older, according to the Bureau of […]
The Resurgence of The Wind-up Watch
What you don’t know about retirement can hurt you. In fact, just a few wrong decisions in your investments, taxes, or estate planning could completely derail your retirement plans. Worse yet, the rules of the game keep changing, making it harder to keep up. For these reasons, I’ve assembled all the key points – everything you need to know — into one comprehensive report. Click here today for free access. […]
3 Possible Scenarios As The Fed Tightens Monetary Policy
What you don’t know about retirement can hurt you. In fact, just a few wrong decisions in your investments, taxes, or estate planning could completely derail your retirement plans. Worse yet, the rules of the game keep changing, making it harder to keep up. For these reasons, I’ve assembled all the key points – everything you need to know — into one comprehensive report. Click here today for free access. […]
Charitable Contribution Deductions Are Different For 2018 Tax Returns
What you don’t know about retirement can hurt you. In fact, just a few wrong decisions in your investments, taxes, or estate planning could completely derail your retirement plans. Worse yet, the rules of the game keep changing, making it harder to keep up. For these reasons, I’ve assembled all the key points – everything you need to know — into one comprehensive report. Click here today for free access. […]
