Retirement Watch Weekly
Bob’s Reading List
Bob’s Reading List The New Rules of Retirement Robert C. Carlson Editor, Retirement Watch The Age Wave is coming, and it will affect your retirement. Whether you are 40 or 80, you cannot stop the changes. The government cannot stop them either. In this book, Bob Carlson shows what changes are likely to occur, […]
The Classics: The Way to Wealth
Benjamin Franklin Courteous Reader, I have heard that nothing gives an Author so great Pleasure, as to find his Works respectfully quoted by other learned Authors. This Pleasure I have seldom enjoyed; for tho’ I have been, if I may say it without Vanity, an eminent Author of Almanacks annually now a full Quarter of […]
The Classics: IF
Rudyard Kipling If you can keep your head when all about you Are losing theirs and blaming it on you, If you can trust yourself when all men doubt you But make allowance for their doubting too, If you can wait and not be tired by waiting, Or being lied about, don’t deal in lies, […]
The Classics: The Charge of the Light Brigade
Alfred, Lord Tennyson Half a league half a league Half a league onward All in the valley of Death Rode the six hundred: `Forward the Light Brigade Charge for the guns’ he said Into the valley of Death Rode the six hundred `Forward the Light Brigade!’ Was there a man dismay’d? Not tho’ the soldier […]
Checklist: Wills and Estate Planning Update
If there has been a change in any one or more of the factors listed since the last review of your estate plan, then it is time to get in touch with your estate planner and update the plan. The marital status of you or any of your family members The birth or adoption of […]
Don’t Leave Money on the Table
Secrets to Boosting Social Security Benefits Find hidden cash in the most neglected and misunderstood retirement asset Americans are more concerned than ever about their retirement income. Fortunately, you already have a guaranteed, inflation-protected asset that can be managed to increase your retirement income – if you know a few shrewd moves. Read More… […]
Checklist: Establish a New Domicile
Domicile is a technical legal term. But you need to learn the basics of it. Your income will be taxed by the state in which you are domiciled. The state of your domicile also will require your estate to be probated there and subject to its estate or inheritance taxes. Here are the major steps […]
How to Put Together Complete Estate Planning Documents and Strategies
Many people think they have estate plans but really don’t. I’m not talking about the many people who haven’t done any planning and don’t have even a basic will. I’m talking about people who have taken action on their estate plans and yet have plans that are woefully incomplete. There is more to a complete […]
