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Retirement Watch Weekly

estate planning

Making the Best Use of Home Equity in Retirement, Part II

January 16, 2022

In last week’s edition of Retirement Watch Weekly, I shared some tips on how to put your home to work for you before and during retirement. Today, we’ll complete the list… Another strategy to consider for your retirement plan – and it’s one that is often very misunderstood – is a reverse mortgage. Also known […]

Welcome to 2022: 10 Questions You Should Ask and Answer to Start the New Year

January 14, 2022

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 1/13/22

January 13, 2022

Fast Changes in the Markets Investors typically expect the future to be much like the recent past. That hasn’t been the case so far in 2022. For most of 2021 (and even before that), growth and technology stocks were the big winners. That started to change late in the year but didn’t receive a lot […]

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How To Make Your Home Equity a Retirement Asset

January 9, 2022

The residence usually is one of the most valuable assets retirees own. It also is one of the worst-managed assets. Few people realize the home can be used to increase retirement cash flow or know how to do so efficiently. In the past issues of Retirement Watch, we’ve gone over reverse mortgages and issues related […]

Bob’s Journal for 1/6/21

January 6, 2022

Some Notable Events That Grabbed My Attention This Week Welcome to the first Bob’s Journal of 2022. We had a busy year in 2021, and I expect more changes and volatility throughout 2022. I look forward to helping you improve your financial independence and security through all the changes. Don’t forget to listen to or […]

How Working Past Age 62 Can Change Your SS Benefits

January 2, 2022

Continuing to work after age 62 can affect your level of Social Security retirement benefits, whether you are receiving benefits or not. The effects are important, but few people understand them. Knowing how continuing to work affects benefits, and might not affect them, leads to better decisions about when to claim benefits and whether to […]

Bob’s Journal for 12/30/21

December 30, 2021

Highlighting a Holiday Conundrum From Thanksgiving through New Year’s Day most years, my wife, Elaine, and I like to spend time watching the classic holiday movies and specials. We enjoy watching a movie when we want to instead of when someone’s broadcasting it, so I used to record them and now mostly track which streaming […]

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How Retirees Can Increase Lifetime Income by Five Figures

December 26, 2021

Maximizing Social Security retirement benefits is one of the more important actions a married couple can take. It’s also a goal many couples have difficulty achieving. Lifetime income can increase by 5 figures… tens of thousands of dollars, and even more, when Social Security benefits are claimed at the optimum time, or close to it. […]

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