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Retirement Watch Weekly

Bob’s Journal for 4/17

April 17, 2025

A Few Retirement Myths Explored The myths that surround retirement and retirement planning make it harder for many people to have successful retirements. Some widespread myths address when people retire and how much of their employment income they need to replace in retirement. Actual experience in these areas differs from many people’s beliefs and expectations, […]

Beware of the Unintended, Secondary Effects of Government Policies

April 15, 2025

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. […]

Strategies for Exploiting Home Equity

April 15, 2025

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. […]

Retiree Tax Haven or Not? How to Assess State Taxes

April 15, 2025

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. […]

Important Recent Changes to IRAs and Other Retirement Plans

April 15, 2025

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. […]

Joint or Separate Revocable Living Trusts: Which is Better for Spouses?

April 15, 2025

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. […]

Which is Best for You: A Will or Trust?

April 15, 2025

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. […]

7 Trends and Themes That Will Affect Your Retirement for the Next Decade

April 11, 2025

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. […]

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