Retirement Watch Weekly
Will Your Children Be Required to Pay for Your Long-Term Care?
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. […]
The Information That’s Essential for a Successful Estate Plan
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 for 7/17
A New Proposal to Fortify Social Security Two U.S. Senators came forward with a new proposal to shore up Social Security. For years, the Social Security trust fund has been estimated to run out of money in the early 2030s. The latest estimate from the Board of Trustees is that the trust fund will be […]
Bob’s Journal 7/10
Most 401(k) Plans Offer Underperforming Funds Most corporate 401(k) plans offer too many investment funds that charge high fees and underperform their peers, according to a study by Abernathy Daley 401(k) Consultants, a firm that administers 401(k) plans. The study examined the funds owned by 58,300 U.S. corporate plans. More than 99% of the plans […]
Spending and Income Strategies that Overcome Retirees’ Greatest Worries
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. […]
Bob’s Journal 7/3
Changes in Prior Approval Coming to Traditional Medicare, Medicare Advantage There were two major announcements recently regarding prior approval of treatments and services for Medicare beneficiaries. Original Medicare hasn’t required prior authorization of treatments and services, with a few exceptions. For most care, providers and patients agree on a treatment. Then, the treatment paperwork for […]
Bob’s Journal 6/26
Social Security Retirement Trust Fund Continues Toward Insolvency The Social Security trust funds have $2.72 trillion in assets, but they’re likely to run out of money in less than 10 years, according to the 2025 annual report from the Trustees of Social Security and Medicare. The Social Security system has two trust funds. The major […]
Bob’s Journal 6/19
The Mega-Cap Stocks Are Breaking Up The stocks with the largest capitalizations were highly correlated with each other for a long time, but that hasn’t been the case in 2025. The stocks with capitalizations of more than one trillion dollars generally are known as mega-cap stocks. Currently, there are nine such stocks: Microsoft (MSFT), Nvidia […]
