Retirement Watch Weekly
The Family Caregiver Planning Guide
Many estate plans fail, and often not because of any flaws in the documents or the plans. Estate plan failures frequently occur in the implementation and execution. Especially important are actions taken by others, often your children. They’re likely to be the ones putting key parts of the plan into action, not you. To ensure […]
Increasing IRA Conversion Benefits after Tax Reform
Many estate plans fail, and often not because of any flaws in the documents or the plans. Estate plan failures frequently occur in the implementation and execution. Especially important are actions taken by others, often your children. They’re likely to be the ones putting key parts of the plan into action, not you. To ensure […]
How Tax Reform Changes IRA Conversions
Many estate plans fail, and often not because of any flaws in the documents or the plans. Estate plan failures frequently occur in the implementation and execution. Especially important are actions taken by others, often your children. They’re likely to be the ones putting key parts of the plan into action, not you. To ensure […]
8 Questions Your Children Need to Be Able to Answer
Many estate plans fail, and often not because of any flaws in the documents or the plans. Estate plan failures frequently occur in the implementation and execution. Especially important are actions taken by others, often your children. They’re likely to be the ones putting key parts of the plan into action, not you. To ensure […]
Home Equity Loan Or Refinance?
Many of you have significant home equity after the price increases of the last few years. If you want to tap that equity for some spending, what’s the best way to do that? Here’s a brief article that explains when it’s better to refinance your current mortgage and when you should set up a home […]
Key Social Security Mistakes
Social Security is an important part of retirement income, yet most people are mistaken about key elements of Social Security. This article discusses a recent survey by Nationwide Retirement Institute. The survey found most Americans are way off base on key parts of the program such as how much money they’re likely to receive from […]
Today’s Stock Market Bubbles
This article identifies at least three bubbles in today’s markets. The major bubble is in technology stocks. It also lists several strategies on how to deal with the bubbles, but points out that bubbles can continue for a long time before they pop. Our view is that the market constantly creates single-asset micro-bubbles, isolated examples […]
How to Incorporate Medical Care Decisions into Your Estate Plan
My last report covered all the medical care documents you’ll need, such as your HIPAA Authorization, health care power of attorney (HPOA), living wills and advance directives. Today we lay out some working guidelines for making important medical care decisions. Do not resuscitate/hospitalize It’s common for older patients, especially frail ones in nursing homes, to […]
