Retirement Watch Weekly
Are Equities Joining a Global Trend?
The decline in U.S. stock indexes in the last week or so could mean those equities are finally joining a global trend. Most assets have negative returns for the year. Before the decline began from record highs on Sept. 20, we had some warning signs. The major U.S. indexes were hitting new highs, but significant […]
How to Build Your Long-Term Care Plan
The cost of long-term care is one of the major retirement financial worries. Survey after survey confirms that. The data also confirms that few people do anything about long-term care, other than worry. One survey even found that many people would rather go to the dentist than talk to someone about long-term care. That needn’t […]
Steps To Protect Your Financial Accounts
Even the largest firms are unable to keep their data systems from being hacked. That’s why it’s important to aggressively protect your financial accounts from hacking. This article presents a good review of the actions to not, and not to take, to maximize protection of their accounts. You should also be wary of calls, texts […]
7 Family Wealth Mistakes That Derail Successful Retirements
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. […]
7 “Action Steps” Missing from your Estate Planning Checklist and Strategy: Part 2
No matter what your net worth is, an estate plan is always worth putting into place. It’s a legally binding document that spells out who gets your assets… It offers ways to limit the tax burden on your estate… And it helps your loved ones from having to deal with too many administrative nightmares after […]
Data Provide Mixed Bag of News
Economic growth decelerated in August, but the economy still grew at a healthy rate. No one should be surprised about slower growth in August, because July’s economic data were among the strongest of the last two years. The reports for August activity were released in September, so now we can take a comprehensive look and […]
Helping Adult Children: Liquidate The Bank Of Mom & Dad
This article presents the evidence against helping your adult children too much. It points out that helping adult children financial is a major reason more people aren’t financially prepared for retirement. It’s okay to help your children. But realize there are limits, and make sure they know that. Otherwise, in a few years you might […]
Economy Perseveres against Tighter Monetary Policy
For several years now, the economy has been resisting the Federal Reserve’s tighter monetary policy. In 2015, the Fed stopped its quantitative easing program, and it has been increasing interest rates at a very slow rate ever since. The Fed also is letting the bonds and mortgages it bought mature and roll off the balance […]
