Retirement Watch Weekly
Bob’s Journal 8/21
Social Security Marks 90th Birthday with Mixed Legacy, Future Prospects Last week marked the 90th anniversary of the enactment of the Social Security Act. The Social Security Administration (SSA) noted the date with a statement that “the program has grown into one of the most successful and trusted institutions in American history.” The agency pledged […]
Bob’s Journal 8/14
The Latest Earnings Season Was Different in Several Ways Earnings season for the second quarter is winding down, and the results so far have been exceptionally good. Over the last 10 years, on average 65.7% of companies exceeded earnings expectations each quarter. But in the second quarter of 2025, 78.9% of companies reported earnings above […]
How is Bob Carlson associated with Generational Wealth Strategies, Bryan Perry, Jim Woods, George Gilder, Hugh Grossman, Jon Johnson and Jim Fink?
Bob Carlson, along with Generational Wealth Strategies, Bryan Perry, Jim Woods, George Gilder, Hugh Grossman, Jon Johnson and Jim Fink are part of the Eagle Financial Publications group of financial investment advisors.
Bob’s Journal 8/7
Turmoil in Medicare Advantage Plans Continues Significant changes occurred in Medicare Advantage plans the last couple of years, and more changes are on the way in 2026. In 2024, I documented the factors that would cause higher costs and fewer benefits in Advantage plans in 2025. Those changes happened. For example, in the September 19, […]
Bob’s Journal 7/31
Plan for Big Increases in Medicare Part D Premiums The final numbers aren’t in yet, but it looks like premiums for Medicare Part D prescription drug insurance policies will increase for 2026. Part D consists of insurance policies issued by private sector companies and overseen and regulated by the Centers for Medicare and Medicaid Services […]
Bob’s Journal 7/24
The Stock Market’s Winners are Changing Several major stock indexes are near historic highs. But some other indexes, as well as many sectors and individual stocks, aren’t doing as well. The S&P 500, Nasdaq 100 and Nasdaq Composite all closed last week near or above their highs. But the Dow Jones Industrial Average is well […]
Build a Portfolio for a Complicated, Uncertain World
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 Surprising Estate Planning Step for Social Security Benefits
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. […]
