Retirement Watch Weekly
“Your Retirement is Under Attack: Learn How to Protect Yourself” Conference Call 6/17/21
Welcome to my subscriber-only conference call: Your Retirement is Under Attack: Learn How to Protect Yourself. Click on the image below to listen to the conference call. Click Here Now to Learn More About the Lifetime Retirement Protection Program
The Inheritor’s Trust: An Often-Overlooked Estate Planning Strategy
The Inheritor’s Trust is dramatically under used as an estate planning strategy, which is remarkable considering its significant benefits. Estate planning usually is done one generation at a time. The oldest members, for example, decide how they want to disburse their assets among their children and perhaps their grandchildren. Their adult children do their own […]
How Much is Too Much? The Economic Inflection Point is Coming
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 6/9/21
More Retail Investors Means More Volatility Investment markets are accessible to more households, and that is increasing market volatility. Technology, regulations and innovation by financial services firms have made it easier and less expensive for many individual investors, also known as retail investors, to trade and invest. The major factor is financial technology, or fintech. […]
Home Mortgage Interest Deduction: The Tax Break That Can Cost You Money
People frequently tell me that they took a financial action – at least partly – “because it would save a few tax dollars.” Too often, a careful analysis of the situation reveals the action leaves them with fewer after-tax dollars. A classic case is the mortgage interest deduction. People often believe that owning a home […]
Some Notable Events That Grabbed My Attention This Week
You still have time to join me at the first in-person MoneyShow since early February 2020. The Orlando MoneyShow will be at Championsgate Resort, June 10-12. In addition to me, speakers include Larry Kudlow, Mark Skousen, Hilary Kramer, Jon Najarian, Jeffrey Saut, Jeff Hirsch and Louis Navallier. Click here to register or call 1-800-970-4355 and mention […]
How Long Should You Keep Tax Returns?
You probably think you know how long to retain tax returns, because you’ve heard the standard answer. Yet the standard answer is wrong. You probably learned that you should keep a tax return for at least three years after filing it. The reason for the three-year answer is that the IRS has up to three […]
Bob’s Journal for 5/26/21
It is not too late to make plans to join me at the MoneyShow in person in Orlando, Florida. The Orlando MoneyShow will be at Championsgate Resort, June 10-12. In addition to me, speakers include Larry Kudlow, Mark Skousen, Hilary Kramer, Jon Najarian, Jeffrey Saut, Jeff Hirsch and Louis Navallier. Click here to register or call […]
