Retirement Watch Weekly
Financial Fraud Against Retirees is Surging. Learn How to Protect Yourself
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. […]
A Simple Way to Assess Your Probability of Needing Long-Term Care
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. […]
How the OBBB Changes 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. […]
Beware the IRA Conversion Traps in the OBBB
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. […]
More Lessons from Celebrity Estates
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. […]
More Big Changes Coming to Medicare: What You Need to Know Before the 2025 Open Enrollment
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 9/11
The Fed Might Not Be Able to Fix Slow Job Growth The labor market slowed considerably in 2025, increasing pressure on the Federal Reserve to reduce interest rates. But lower rates might not be as effective at increasing employment as they were in the past. In the 2025 monthly government jobs reports to date, an […]
Bob’s Journal 9/4
Stealth Taxes Make the Top Marginal Tax Bracket 45.5% for Some Taxpayers Congress is relying more on Stealth Taxes, as I’ve warned taxpayers for years. That makes the tax code more confusing and causes taxpayers to fall into expensive traps. The One Big Beautiful Bill Act (OBBB) created several new Stealth Taxes, which I detailed […]
