Robert ­Carlson

Robert ­Carlson, editor and publisher of Retirement Watch, a monthly newsletter. He is a managing member of Carlson Wealth Advisors and chairman of the board of trustees of the Fairfax County (Virginia) Employees’ Retirement System. ­

Tax Planning

Don’t Let the New Kiddie Tax Hurt You

Before you put investments in a child’s name, run these numbers

Real Estate

9 Reasons You Shouldn’t Buy a Second Home

Owning a second home where you can kick back and enjoy life is a dream many people have—but the reality can be very different from the dream.

Mutual Funds & ETFs

The 7 Best Funds for Volatile Times

Bottom Line asked five leading investment experts to choose the best mutual funds and exchange-traded funds for today’s extremely volatile market.

Portfolio Strategy

Are You Prepared for the End of the Bull Market?

To help you tilt your investment approach to a more defensive stance, we asked five experts what smart moves you could make right now.


What To Do With 10 Legendary Mutual Funds Now

They are some of the most revered mutual funds you can find. Investors tend to hold them for decades. And…


How to Make Sure Your Will Doesn’t Backfire

Even a Little Mistake Can Ruin Your Plan Playwright George Bernard Shaw bequeathed a small fortune to anyone who would…

Portfolio Strategy

The 3-in-1 Retirement Portfolio

It Generates Income…Keeps Up with Inflation…Makes Your Money Last Picking the best mix of mutual funds for your investment portfolio…


Medicare Traps 2015

Avoid These 4 Costly Mistakes If you fail to fully grasp certain Medicare rules, you could end up paying unnecessarily high…


Loving Gifts to Give Your Heirs (Long Before You Die)

You don’t have to wait until you pass away to bestow financial benefits upon your eventual heirs. And there are…

Retirement Planning

Can You Afford Long-Term Care?

Big Insurers Are Bailing Out...What to Do Now Buying long-term-care (LTC) coverage is supposed to ease your financial anxieties about…

Estate Planning

Here’s an Estate Plan That Works…

Even when the tax rules change again Even though taxes are said to be one of the two certain things…


Midlife Heft Makes for Slow Old Age

Living Large Slows People Down in Later Years Here’s some motivation to stay slim and trim in midlife:  Investigators report…