Retirement Watch Weekly
Bob’s Journal 10/17
Social Security announced the inflation adjustments that will take effect on January 1, 2020. Retirement and disability benefits will increase by 1.6% because of the cost-of-living adjustment (COLA). For those who are still working, the maximum amount of earnings subject to the Social Security tax will be $137,700. People who are working while receiving Social […]
How the Stock Market Can Change Your Estate Plan
A new tax law isn’t the only reason to revisit your estate plan. The stock market and interest rate changes can alter the effects of many estate plans, often without their creators knowing the consequences. Here’s a guide to how changes in the stock market might affect your estate plan. As you know, the values […]
10 Medicare Questions Every Retiree and Pre-Retiree Should Know How to Answer
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 10/10/19
Notable Events That Grabbed My Attention This Week Here are some things I came across in the last week that are likely to interest you. You can select stocks better than artificial intelligence can. I was at the Philadelphia MoneyShow last week and listened to a talk by Tom Sosnoff of tastytrade, an online brokerage […]
How To Secure Your Digital Legacy and Estate Plan, Part II
In last week’s edition of Retirement Watch Weekly, I detailed steps to secure your digital legacy (see Part I here). Today, we’ll return to this discussion… Bottom line: To make your estate plan complete, you’ll want to compile an inventory of all your digital accounts and assets. The inventory should include the name of the […]
Bob’s Journal for 10/3/19
Some Things That Grabbed My Attention This Week It looks like we’re going to have a very interesting fourth quarter of 2019, just as we did in 2018. Here are a few developments from the last week that are relevant for us. Big news for individual investors came from the brokerage industry. Interactive Brokers announced […]
How To Secure Your Digital Legacy in Your Estate Plan
Almost all of us have digital assets that should be included in our estate plans. Technology and digital assets have become major parts of most of our lives, often more than we realize. A digital asset is any account, electronic device, or portion of a website that is password-protected. That covers a lot of ground. […]
Bob’s Journal for 9/26/19
Some Questions From Our Latest Conference Call Many Retirement Watch readers joined me to discuss retirement finance issues on a conference call that my publisher Roger Michalski hosted. If you missed the call or want to hear it again, a replay is available here. I took questions from listeners during the call, but we weren’t […]
