Retirement Watch Weekly
Steps To Protect Your Financial Accounts
Even the largest firms are unable to keep their data systems from being hacked. That’s why it’s important to aggressively protect your financial accounts from hacking. This article presents a good review of the actions to not, and not to take, to maximize protection of their accounts. You should also be wary of calls, texts […]
7 Family Wealth Mistakes That Derail Successful Retirements
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. […]
7 “Action Steps” Missing from your Estate Planning Checklist and Strategy: Part 2
No matter what your net worth is, an estate plan is always worth putting into place. It’s a legally binding document that spells out who gets your assets… It offers ways to limit the tax burden on your estate… And it helps your loved ones from having to deal with too many administrative nightmares after […]
Data Provide Mixed Bag of News
Economic growth decelerated in August, but the economy still grew at a healthy rate. No one should be surprised about slower growth in August, because July’s economic data were among the strongest of the last two years. The reports for August activity were released in September, so now we can take a comprehensive look and […]
Helping Adult Children: Liquidate The Bank Of Mom & Dad
This article presents the evidence against helping your adult children too much. It points out that helping adult children financial is a major reason more people aren’t financially prepared for retirement. It’s okay to help your children. But realize there are limits, and make sure they know that. Otherwise, in a few years you might […]
Economy Perseveres against Tighter Monetary Policy
For several years now, the economy has been resisting the Federal Reserve’s tighter monetary policy. In 2015, the Fed stopped its quantitative easing program, and it has been increasing interest rates at a very slow rate ever since. The Fed also is letting the bonds and mortgages it bought mature and roll off the balance […]
The 7 “Action Steps” Missing from Your Estate Planning Checklist and Strategy
Most people, especially those with at least modest wealth, have engaged in some Estate Planning. Yet few people have complete plans. More likely than not, your estate plan is going to have gaps. There are plenty of anecdotes to support the statement, but there is also concrete evidence. I regularly see surveys of either estate […]
The Gig Economy And Retirement Jobs
This article says you might want to reconsider things if your plan includes spending a few years in retirement making extra money from gig jobs, such as driving for one of the ride-sharing companies. It says incomes have plummeted for drivers who use the technology companies. JP Morgan suggested that the growing number of drivers […]
