Retirement
Found 75 Articles.
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Spending and Income Strategies that Overcome Retirees’ Greatest Worries
More Americans worry about their retirement finances each year, according to recent surveys. Even higher-income retirees are worried about inflation, outliving their money, and not being financially secure through retirement. A major reason for the rising concern is that 71% of retirees and near-retirees report that they don’t know how to take retirement income from […]
A New World That’s Approaching the Brink: Investment and Economic Review
Many things have changed since our last investment and economic review in December 2024. America’s new president brought new policies that are changing the economic and investment landscape. The changes are both short-term and long-term. We don’t bother with the short-term issues that absorb most of the media and market watchers. In this month’s Retirement […]
7 New Retirement Lessons for The Post-Pandemic Era
A lot about retirement has changed in the last few years, and more changes are on the way. In this month’s Retirement Watch Spotlight Series, I identify the enduring changes that directly affect retirement finances and explain how you should respond. I’m not talking about the temporary or transitory effects of the pandemic and its […]
Reconsidering Living Wills
A good estate plan includes a lot more than will. Among the documents to be included are those about medical care. The traditional document is a living will but I’ve downplayed the importance of living wills for years since a better document is the medical care proxy or power of attorney. There are a number […]
Use My Retirement Calculator To Keep Your Money Away from the Government By Converting Your IRA to a Roth IRA
Should you convert your IRA to a Roth IRA? A lot of the “rules” out there are not good to follow. That’s why I developed this calculator that will take into effect YOUR own situation so you can make an educated decision and keep thousands, perhaps tens of thousands, of dollars away from the government. […]
Bob’s Journal for 6/11
The U.S. economy entered a recession in February, according to the National Bureau of Economic Research (NBER). The prior economic expansion had been the longest on record, when using data going back to 1854, as it lasted for 128 months. Economists and investors have long since accepted the NBER’s Business Cycle Dating Committee as the […]
The Family Bank Life Insurance Strategy: Your Own Personal Retirement Bank
In last week’s edition of Retirement Watch Weekly, I introduced readers to the Family Bank Strategy. Today, we’ll answer some commonly asked questions about it, starting with… Who should consider the Family Bank Strategy? One good candidate is someone who is keeping money in conservative investments as a safety net or in case someone in […]
