Robert Carlson

Robert Carlson, editor and publisher of the Retirement Watch 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. RetirementWatch.com.

Taxes

Benefits of the New Stimulus Bill

Provisions in last year’s financial stimulus bill may have an effect on your income tax filing for medical expenses, donations and/or your retirement.

Estate Planning

The Shrewdest Money Moves You Can Make in 2021

With interest rates way down and stock prices, as well as car prices, way up, Bottom Line Personal asked five financial experts for some of the shrewdest money moves you can make ...

Tax Planning

How You Invest in Gold and Silver Will Affect Your Taxes

As gold and silver prices have soared, your tax bite can vary a lot depending on whether you invest in coins, ETFs or mining stocks. Here’s how to choose.