Retirement Watch Weekly
Straight Talk on Long Term Care (LTC) Insurance in Retirement
Some of the greatest fears about retirement concern long term care (LTC). Many people worry the need for long term care will deplete their retirement nest eggs and reduce or eliminate the legacy left for loved ones. Though they worry about long term care, many people don’t want to talk about it, much less plan […]
Inflation, Rising Rates, Falling Stocks and More, Oh My!
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 for 6/9/22
Social Security Trust Fund Is a Little More Solvent The Board of Trustees of Social Security issued its latest annual report last week and estimated the retirement trust fund will last one year longer than was estimated last year. While the pandemic recession in 2020 was worse than anything the trustees had anticipated in previous […]
Another Way Congress Is Making It Harder for Retirees
Congress is making it more and more difficult to deduct charitable contributions. So it’s good to know the latest rules… so the IRS won’t be able to deny tax breaks for your charitable donations. The increase in the standard deduction – in the 2017 tax law – means you have to give more to receive […]
Bob’s Journal for 6/2/22
How Investment Markets Have Changed Over the last four decades, investors came to believe certain relationships and trends in the markets were inviolate and permanent. Investment rules and strategies were developed around these relationships. It’s time to reconsider those beliefs. Historic bull markets in stocks and bonds began in 1982. The Federal Reserve changed its […]
Bob’s Journal for 5/26/22
The Stocks that Led the Market Indexes Higher are Leading Them Down in 2022 It always is interesting to look into the details of the stock market indexes to identify the stocks and sectors steering the indexes. It is especially interesting to do so after big market moves. You’re probably aware that after the pandemic […]
The Fed, China and More Upset the Markets
The global economy and investment markets are being roiled by policy actions in the three largest economies. Japan is the third-largest economy and the largest nondomestic holder of U.S. Treasury bonds, when both private and public sector holdings are considered, owning $1.3 trillion in treasuries. The Bank of Japan continues to try to stimulate its […]
Don’t Let the IRS Take Your Charitable Contribution Deductions
Congress is making it harder and harder to deduct charitable contributions. Know the latest rules so the IRS won’t be able to deny tax breaks for your charitable donations. The increase in the standard deduction in the 2017 tax law means you have to give more to receive a tax break. You deduct charitable contri- […]
