Categories

Bob Carlson

Tools

  • Economy & Politics
  • Investing
  • Personal Finance
  • Building The Complete Estate Plan

    Many people think they have estate plans but really don’t. I’m not talking about the many people who haven’t done any planning and don’t have even a basic will. I’m talking about people who have taken action on their estate plans, yet have plans... Read More >>

    Separating The Myths And Facts Of Long-Term Care

    Long-term care is a great American paradox. On the one hand, most people don’t want to talk about it. A recent survey found that 25 percent of adults would rather go to the dentist than discuss LTC. Fewer than 30 percent of adults have had a conversation... Read More >>

    Planning 2015-2016 With Your 2014 Tax Return

    Don't close your 2014 income tax return files just yet. You should use that tax return to plan for the rest of this year and next year. Tax planning should be a year-round activity these days, and last year's tax return is the best place to start. The federal... Read More >>

    Estate Tax Tricks, Traps For Married Couples

    Too many married couples are making a big mistake. They believe current estate tax law exempts them from having to plan or consider estate taxes in their plans. That misunderstanding could lead to problems. While the estate tax law enacted in early 2013 has... Read More >>

    Facts And Myths About Social Security

    Almost everyone has a Social Security number and is eligible for Social Security benefits. Yet, survey after survey indicates people know little about the program and their benefits. Also, much of what people think they know is wrong. Let’s took a look at... Read More >>

    Closing The Door To Your Greatest Fraud Risk

    The recent headlines about the theft of tens of millions of personal information files from health insurer Anthem shouldn’t have been a surprise, and it is the type of action you should expect to hear about regularly. Your greatest risk of being scammed... Read More >>

    Hype About ‘Secret Accounts’ — Exposed

    This week we're going to reveal the facts behind some rather questionable marketing pitches. Have you heard of the Secret 770 Account? The President's Account? What about Banking on Yourself® or Infinite Banking? Becoming Your Own Banker, The Personal Bank... Read More >>

    Winning IRA Strategies For 2015

    Too many people leave money on the table when managing their IRAs. There are a lot of decisions to make, and the wrong choices can result in higher taxes or even penalties. That’s a shame, since IRAs are among the most valuable assets most people own.... Read More >>

    Roth Accounts: Not Only for the Young

    Roth IRAs aren’t very old, but they already spawned some rules of thumb. The most common rule of thumb for Roth IRA is that they’re for relatively younger people. Unfortunately, this rule of thumb is the result of some good research that is distorted and... Read More >>

    Medicare Myths And Mistakes

    Medicare and medical expenses are among the most misunderstood parts of retirement and retirement spending. Many surveys have documented how ill-informed both financial professionals and individuals are on these topics. It’s no wonder that the leading cause... Read More >>

    Next Page »

    Liberty Investor Digest

    Get today's most important
    financial headlines all in
    one place by email!



    Sources


    close[X]

    Sign Up For Liberty Investor Digest™!

    Get Liberty Investor Digest FREE By Email!

    Input your name and email address in the fields below and get today's most important financial headlines sent straight to you inbox!

    Privacy PolicyYou can opt-out at any time. We protect your information like a mother hen. We will not sell or rent your email address to anyone for any reason.