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Retirement Watch Weekly

Bob’s Journal 2/27

March 21, 2025

Too Many Retailers, or a Fading Economy? The number of retailers closing stores or going out of business continues to climb. Craft and fabric retailer Joann announced this week that it would conduct going-out-of-business sales at all its stores after it receives court permission. Joann joins a long list of retailers that announced over the […]

Bob’s Journal for 3/20

March 20, 2025

Gene Hackman Mystery: Who Will Inherit His Estate? The deaths of renowned actor Gene Hackman and his wife Betsy Arakawa present some interesting estate planning questions and lessons that apply to many people. They were found in their New Mexico home on Feb. 26. This analysis is based on the media reports I’ve seen to […]

Tariff Whiplashes Lead to Market Whiplashes

March 17, 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. […]

How to Cut Soaring Home and Auto Insurance Premiums

March 17, 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. […]

Facts and Myths About Long-Term Care and Insurance

March 17, 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. […]

Don’t Forget About the Kiddie Tax

March 17, 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. […]

Key Facts to Know About IRA Conversions in 2025

March 17, 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. […]

How to Ensure the Personal Care You Want and Need

March 17, 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. […]

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