Bob Carlson offers his expert opinion on where to invest your money so that you can get through retirement safely and securely
Found 897 Articles.
Get access to our full article archive by subscribing to Retirement Watch and Retirement Watch Spotlight Series.
The economy and markets took many people by surprise in 2022. In the latest Retirement Watch Spotlight Series, I review what happened and discuss what I think is likely to occur in the first half of 2023. I show you the current readings from my early recession warning indicators, explain in detail where I think […]
Inflation probably peaked for this cycle, but the Federal Reserve still has a lot of work to do. Investors already fooled themselves a couple of times in 2022 by concluding prematurely that the Fed was done tightening monetary policy and soon would adopt a looser one. Investors became enthusiastic again in November after the Consum- […]
You might be able to raise cash quickly and easily without going to a bank, completing a lot of forms and paying fees. The interest rate might be lower, too. Sometimes an unexpected expense or opportunity arises, and you must choose how to raise the cash. You could dip into cash reserves. But the expense […]
It doesn’t take much to send a solid retirement plan off the rails. Fortunately, the likely causes of retirement failures are well-known and often avoidable. Helping too much. People often dip too far into their retirement funds to help loved ones. Many parents don’t like to turn down requests for help or see their children […]
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.
Do you believe Federal Reserve officials will do what they say? If you do, expect interest rates to rise higher and economic growth to continue declining. Fed officials say they’re determined to restore their anti-inflation credibility and bring the 12-month inflation rate much closer to their 2% to 2.5% target. The Fed leaders admit accomplishing […]
Income and safety are the top priorities for many investors now. It is no wonder. Stocks and bonds are way down, and the losses aren’t likely to end soon. The Baby Boomers continue to age and are more interested in income and cash flow than growth. There’s a rise in uncertainty about the economy, markets […]
Stagflation is the economic environment that’s most damaging to financial assets. The combination of a weak economy and high inflation hurts both stocks and bonds. We’re likely entering a period of stagflation. The economy is slowing because of the Fed’s actions. The housing market probably has declined more than any other sector. Prices for many […]

Legacy planning is one of the most neglected parts of financial and estate planning. That’s too bad, because good choices about leaving a legacy can have powerful effects. Too often, estate planners and individuals focus only on the tax effects of potential giving strategies. But focusing more on non-tax effects and making shrewd choices can […]
Log In
Forgot Password
Search