Retirement Watch Weekly
Seven (or so) Things That Grabbed My Attention This Week
There were many interesting items in the news this week. Instead of focusing on one idea in detail, I’ll briefly discuss several ideas that merit your attention. Negative interest rates are more prevalent around the globe. We’re now used to government bonds in Europe and Japan having negative interest rates, effectively charging investors for the […]
Estate Planning Basics – What Are the Most Used Definitions and Terms in Estate Planning and What Do They Mean?
Estate planning uses a wide range of terms and definitions. As a result, it is crucial that an individual understand the meanings of these terms and definitions to fully grasp the estate plan that is recommended and what it will do. An estate plan is created to ensure that you are taken care of the […]
What Is Estate Planning? A Comprehensive Overview of the Basics
What is Estate Planning – Contents: What is Estate Planning? Components of an Estate Plan The Will Probate Trusts Revocable Living Trusts Power of Attorney Medical Care Documents Other Estate Plan Documents Lifetime Gifts Life Insurance Burial and Funeral Estate Planning Mistakes Beginning the Estate Planning Process Estate Planning Forms and Documents Estate Planning Checklist […]
Bob’s Journal for 8/15/19
There’s a lot happening in the exchange-traded fund (ETF) world, and investors should be aware of the changes. ETFs are, by at least some counts, the fastest-growing investment vehicle ever. They were created only in the 1990s but rapidly became a favorite for many investors. Thousands of ETFs were created. At one point, it was […]
Retirement Watch Publications
Hi bob Carlson here, I’m a former certified public accountant and attorney that has devoted the past 15 years of my life to providing individuals the knowledge to better maximize their retirement finances. I have served on the Board of Trustees of the Fairfax County Employees’ Retirement System since 1992 and been the chairman since […]
How to Reduce Estate Taxes and Cut the IRS Out of Your Estate Plan
There are four basic strategies for reducing estate taxes: • Reducing assets from the estate • Removing future appreciation from the estate • Increasing deductions, and • Buying life insurance. Within those four estate planning strategies are many options. Not all will be appropriate for you. But below I discuss your estate tax reduction options […]
10 Reasons to Think Twice About Early Retirement
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 8/8
Investors quickly need to develop a process and policy for dealing with events and issues that are well outside the usual economic and market changes. Most investors have plans for dealing with changes in Federal Reserve policy and tax policy. They know what to do, or not do, when a short-term event or new news […]
