Retirement Watch Weekly
How to Protect You, Your Wealth and Your Family From Important ‘What Ifs’
Many people believe estate planning is mostly about money, especially taxes. A good estate plan is much more. Estate planning and retirement planning sometimes require us to consider questions that make us uncomfortable. But if we don’t consider those questions now, there’s a high probability our future well-being and that of our family will be […]
How to Use Life Insurance Under the New Estate Tax Laws Part II
In last week’s edition of Retirement Watch Weekly, we re-examined some factors and tools of estate planning that were altered by the new estate tax regime. Today, we’ll complete the list… […]
Bob’s Journal for 7/17/19
The S&P 500 has been setting records, but they’re not as impressive as they seem at first. The stock index hasn’t entered the second half of July with a year-to-date percentage gain this large since 1998. There have been only eight years since 1928 (the first year of the S&P 500) that the gain at […]
August 2019 Newsletter
Find out about our latest recommendations, and all of the most recent market-moving news, in the newest issue of Retirement Watch that has just been completed. I invite you to download the issue as soon as you have a chance. As a valued subscriber, we want you to have this information as quickly as possible. […]
How to Use Life Insurance Under the New Estate Tax Laws
Because of the still relatively new estate tax regime, some factors and tools of estate planning need to be looked at differently than before. Here’s the first area we’ll review… Life insurance. Traditionally the main reason to buy permanent life insurance was to help pay for estate taxes. The number of people with that need […]
How to Find the Annuity That Will Help You Meet Your Goals
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 07/11
The technology sector is changing in ways that investors need to know. Technology has been the leading sector in the economy for some time. The growth and innovation in the sector has been a significant contributor to overall economic growth. Developments in tech have benefited most sectors of the economy. Companies have become more competitive […]
Grantor Retained Annuity Trust vs. Charitable Lead Annuity Trust
There are two standard trusts that can be used aggressively to nearly eliminate estate and gift taxes… While getting substantial amounts of property out of your estate: The grantor retained income trust and the charitable lead trust. These strategies are ideal for rapidly appreciating property, such as stocks in a bull market. The strategies are […]
