Retirement Watch Weekly
Why People Leave Medicare Advantage Plans
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. […]
Second Home Tax Rules That Are Misunderstood or Overlooked
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. […]
Tax-Free Capital Gains Opportunities in the One Big Beautiful Bill
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. […]
What You Should Know About the New Trump Accounts
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. […]
What the OBBB Means for IRAs and IRA Conversions
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. […]
How the One Big Beautiful Bill Act Changed Estate Planning
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. […]
Bob’s Journal 8/21
Social Security Marks 90th Birthday with Mixed Legacy, Future Prospects Last week marked the 90th anniversary of the enactment of the Social Security Act. The Social Security Administration (SSA) noted the date with a statement that “the program has grown into one of the most successful and trusted institutions in American history.” The agency pledged […]
Bob’s Journal 8/14
The Latest Earnings Season Was Different in Several Ways Earnings season for the second quarter is winding down, and the results so far have been exceptionally good. Over the last 10 years, on average 65.7% of companies exceeded earnings expectations each quarter. But in the second quarter of 2025, 78.9% of companies reported earnings above […]
