Retirement Watch Weekly
3 Trusts Married Couples Should Consider for Their Wills
Trusts have fallen out of favor as part of the wills of married couples, and that could be a mistake for many. Trusts created in wills are known as testamentary trusts. The portability of an unused lifetime estate and gift tax exemption from one spouse to another is the main reason testamentary trusts are used […]
17 Record Highs in 50 Trading Days
The S&P 500 set 17 record closing highs in the first 50 trading days of 2024 through March 13, according to Bespoke Investment Group. That’s the most record highs to start a year since the 20 in 1998. Here’s another bit of investment trivia: There have been only five years since 1953 that record highs […]
“The Coming Retirement Squeeze” Conference Call
Welcome to my subscriber-only conference call: The Coming Retirement Squeeze Click on the image below to listen to the conference call. Click Here Now to Learn More About the Lifetime Retirement Protection Program
“The Coming Retirement Squeeze” Conference Call
Welcome to my subscriber-only conference call: The Coming Retirement Squeeze Click on the image below to listen to the conference call. Click Here Now to Learn More About the Lifetime Retirement Protection Program
The Four Ways You Can Make Tax-Free Gifts
Gift giving is an essential strategy in many estate plans. When done properly, gifts reduce lifetime income taxes and reduce or eliminate estate and gift taxes. Through gifts, you help loved ones today, and see the benefits of that help, instead of having them wait to inherit. To optimize gifts, know how to minimize gift […]
Bob’s Journal for 3/14
Bitcoin Hits New Record High The new exchange-traded funds (ETFs) have been good for the price of bitcoin. After a multi-year legal fight, ETF providers prevailed in 2023. A federal appeals court said the Securities and Exchange Commission (SEC) didn’t have a good reason to prohibit proposed ETFs that owned bitcoin. After all, the SEC […]
The 5 Retirement Tax Ambushes and How to Beat Them
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 3/7
Fraud Losses Hit a Record in 2023 Frauds and scams took a record amount of money from U.S. adults in 2023, according to the Federal Trade Commission. While the media like to report about the big scams, most crooks seem to try to stay under the radar with smaller hauls. A total of about $10 […]
