Retirement Watch Weekly
Shelter Your Financial Security from Natural Disasters
What you don’t know about retirement can hurt you. In fact, just a few wrong decisions in your investments, taxes, or estate planning could completely derail your retirement plans. Worse yet, the rules of the game keep changing, making it harder to keep up. For these reasons, I’ve assembled all the key points – everything you need to know — into one comprehensive report. Click here today for free access. […]
Protecting Your Nest Egg from High Prescription Drug Bills
What you don’t know about retirement can hurt you. In fact, just a few wrong decisions in your investments, taxes, or estate planning could completely derail your retirement plans. Worse yet, the rules of the game keep changing, making it harder to keep up. For these reasons, I’ve assembled all the key points – everything you need to know — into one comprehensive report. Click here today for free access. […]
Ensuring the IRS Allows Charitable Contribution Deductions
What you don’t know about retirement can hurt you. In fact, just a few wrong decisions in your investments, taxes, or estate planning could completely derail your retirement plans. Worse yet, the rules of the game keep changing, making it harder to keep up. For these reasons, I’ve assembled all the key points – everything you need to know — into one comprehensive report. Click here today for free access. […]
The New Retirement Trends
Retirement is changing, and it’s harder for people to attain the retirement they want. This Bloomberg story discusses recent data. One set of data says that Americans are retiring earlier, while the other data set says that life expectancy has stopped increasing. Americans are dying younger, on average. At the same time that Americans’ life […]
6 Essential Year-End Strategies for IRAs
What you don’t know about retirement can hurt you. In fact, just a few wrong decisions in your investments, taxes, or estate planning could completely derail your retirement plans. Worse yet, the rules of the game keep changing, making it harder to keep up. For these reasons, I’ve assembled all the key points – everything you need to know — into one comprehensive report. Click here today for free access. […]
Two Types of Trusts That Won’t Die
What you don’t know about retirement can hurt you. In fact, just a few wrong decisions in your investments, taxes, or estate planning could completely derail your retirement plans. Worse yet, the rules of the game keep changing, making it harder to keep up. For these reasons, I’ve assembled all the key points – everything you need to know — into one comprehensive report. Click here today for free access. […]
IRA Mistakes & Opportunities [Case Studies]
Individual retirement accounts (IRAs) become more complicated as balances increase and distributions are taken. It’s good to know some key rules so you won’t trigger additional taxes and penalties or miss some grand opportunities you didn’t know were available. Examples of people making IRA mistakes come my way almost every day in court cases, IRS […]
An Important Stock Market Crash Anniversary
It was 30 years ago today that the U.S. stock markets experienced Black Monday, still the largest single-day decline in the stock indexes. The Dow Jones Industrial Average declined 22.6% in one trading session. That was 508 points at the time and about 5,775 points at today’s level. But that was only part of the […]
