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Ensuring the Medical Care You Want

The debate over health care reform has brought an important issue into the headlines. The public debate is not very enlightening, but it serves a good purpose if it causes more people to include one or more important health care documents in their estate...

Published 08-26-2009 5:18 PM by Bob Carlson

Filed under: Estate Planning, Carlson, Bob Carlson, retiree health care, health care

Critical New Trends in Long-Term Care

Many people do not realize that long-term care insurance has been a mainstream product only since the 1980s. It still is evolving, and insurers are learning more all the time. Also, there are dramatic changes occurring in the population and in medical...

Published 07-17-2009 10:27 AM by Bob Carlson

Filed under: Carlson, Bob Carlson, retiree health care, health care, insurance, long-term care, long-term care insurance

A Dangerous Retirement Myth

Many retirement plans fall short of their goals because they were built on myths and misunderstandings. Most of my work at Retirement Watch falls into two categories. The first category is determining changes that should affect retirement plans. The second...

Published 04-17-2009 10:15 AM by Bob Carlson

Filed under: IRA Benefits, Traditional IRA, Roth IRA, Carlson, Bob Carlson, income taxes, iras, ira distributions, retirement plan, retirement, medical expenses, retiree health care, retirement plans, investments

Time to Stop Deferring Taxes?

Conventional investment advice has been turned on its head by changes in the fundamentals of the economy and markets. Now, fundamental changes in the government, demographics, and the economy are forcing changes in tax policy and tax planning advice....

Published 03-19-2009 1:34 PM by Bob Carlson

Filed under: Bob Carson, Estate Planning, IRA Benefits, Traditional IRA, Roth IRA, estates, Estate tax, Carlson, Bob Carlson, income taxes, iras, ira distributions, estate taxes, retirement plan, retirement, retiree health care, retirement plans, stock, stocks, stock market, portfolios, income investing

Avoid the Retirement Medical Expense Surprise

The wildcard in every retirement plan is the cost of medical care. It probably is the cause of many retirement plan failures. There are several reasons medical expenses disrupt so many plans: § Many people are used to employer-paid medical care....

Published 03-06-2009 2:42 PM by Bob Carlson

Filed under: Bob Carson, Carlson, Bob Carlson, retirement, medical expenses, retiree health care, health care, retirement plans

Fannie Mae, Freddie Mac, and Your Retirement

Even if you do not own a share of their stock or even have a mortgage, the recent events involving Fannie Mae and Freddie Mac will affect your retirement—no matter what your age is. I won’t review all the events regarding the two mortgage...

Published 07-16-2008 10:03 AM by Bob Carlson

Filed under: Carlson, Bob Carlson, mortgages, retirement plan, retirement, medical expenses, fannie mae, financial crisis, freddie mac, retiree health care, health care

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