Retirement Watch Weekly
12 Social Security Myths and Mistakes
Social Security is a foundation of retirement income for most retirees, and it increases in value as one ages. Yet, few people really understand how the program works or the benefits it offers. Mistakes and misunderstandings about Social Security cost many people and their loved ones tens of thousands of dollars, or more, over their […]
Dollar Surge Surprises Analysts
The dollar’s been soaring lately and surprising many analysts. After the latest upward surge, the PowerShares DB US Dollar Bullish ETF (UUP) still is down 4.50% over the last 12 months and 0.85% annualized for the last three years. But it’s up 4.86% for the last three months, 3.39% for the last four weeks and […]
The Family Caregiver Planning Guide
Many estate plans fail, and often not because of any flaws in the documents or the plans. Estate plan failures frequently occur in the implementation and execution. Especially important are actions taken by others, often your children. They’re likely to be the ones putting key parts of the plan into action, not you. To ensure […]
Increasing IRA Conversion Benefits after Tax Reform
Many estate plans fail, and often not because of any flaws in the documents or the plans. Estate plan failures frequently occur in the implementation and execution. Especially important are actions taken by others, often your children. They’re likely to be the ones putting key parts of the plan into action, not you. To ensure […]
How Tax Reform Changes IRA Conversions
Many estate plans fail, and often not because of any flaws in the documents or the plans. Estate plan failures frequently occur in the implementation and execution. Especially important are actions taken by others, often your children. They’re likely to be the ones putting key parts of the plan into action, not you. To ensure […]
8 Questions Your Children Need to Be Able to Answer
Many estate plans fail, and often not because of any flaws in the documents or the plans. Estate plan failures frequently occur in the implementation and execution. Especially important are actions taken by others, often your children. They’re likely to be the ones putting key parts of the plan into action, not you. To ensure […]
Home Equity Loan Or Refinance?
Many of you have significant home equity after the price increases of the last few years. If you want to tap that equity for some spending, what’s the best way to do that? Here’s a brief article that explains when it’s better to refinance your current mortgage and when you should set up a home […]
Key Social Security Mistakes
Social Security is an important part of retirement income, yet most people are mistaken about key elements of Social Security. This article discusses a recent survey by Nationwide Retirement Institute. The survey found most Americans are way off base on key parts of the program such as how much money they’re likely to receive from […]
