Retirement Watch Weekly
Bob’s Journal for 4/16/20
Market-Related Events Grabbed My Attention This Week Markets seem to be faster-moving and more volatile than ever. Unlike in most crises, the volatility has been moving in both directions. From the peak on Feb. 19 through the bottom on March 23, the average stock in the S&P 500 declined 39%, but since, that pivotal date […]
The Hibernation Economy: The Novel Coronavirus Pandemic and Your Finances
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 4/9
People who have tried to predict and bet on the stock indexes lately have been whipsawed. After a lot of economic activity began grinding to a halt, the stock indexes tumbled. Since most of the world’s market indexes moved in lockstep, it doesn’t matter much which index we view. At the lows of March 23, […]
How To Craft the Perfect Last Will & Testament, Part 2
In last week’s edition of Retirement Watch Weekly, we discussed ways to construct a will to maximize the inheritance you pass on to your heirs. Part I can be found right here, and we’ll continue exploring this topic below. Know your Children & Anticipate Issues with Your Estate Naming the oldest adult child as executor […]
Bob’s Journal for 4/2/20
Sharing Notable Events That Grabbed My Attention This Week The Coronavirus Aid, Relief, and Economic Stimulus (CARES) Act rolled through Congress last week, and the President signed it on Friday. The law contains many provisions. I want to cover a few that are of most interest to my readers and that seem to raise a […]
How to Avoid the Big Surprise Medicare Gaps
Most people don’t know there’s a penalty for enrolling in Medicare late. While Medicare is optional, if you don’t enroll in it when you’re first eligible, enrolling in it later will cost you for the rest of your life. The Medicare enrollment deadline apparently isn’t well-known, because the number of people paying the penalty for […]
How to Craft the Perfect Last Will and Testament for Your Estate Plan
It doesn’t take much to tarnish a gem of an estate plan, and with it your legacy. A misplaced word, missing clause, or miscommunication between lawyer and client can send your will and your ordered estate plan spinning into chaos. You can avoid such a fate. Follow these last will and testament guidelines, and you’ll […]
Highlighting Notable Events That Grabbed My Attention This Week
Is It Enough? As I write, Congress is striving to pass the legislation designed to provide relief for individuals and businesses adversely affected by the coronavirus pandemic. The Senate passed the bill, and the House is expected to pass it soon, though there’s no commitment on the timing. The bill provides cash payments to many […]
