TABR in the News

Thank you to my friends, family, clients, and colleagues for supporting Spiraling Up: Discover Financial Serenity, Make Work Optional, and Live Happily in Retirement during launch week. My publisher notified me that Spiraling Up reached #1 on the Amazon Best Seller list in two categories, Wealth Management and Investing Portfolio Management.  I am very grateful for […]

              I was honored to be featured on the Author Hour Podcast this week to launch my new book, Spiraling Up: Discover Financial Serenity, Make Work Optional, and Live Happily in Retirement. You can listen to the entire interview on the Author Hour website or on iTunes.  

Bob Kargenian was quoted in Retirement Daily on TheStreet, in the article, “IRA Withdrawal & RMD… What Can be Converted to My Roth IRA?” In the article, a Retirement Daily reader asks “I retired in 2021 at age 71 and for 2022, my taxable income includes Social Security and distributions that I take out of […]

Bob Kargenian’s letter was published in Barron’s, a weekly newspaper covering financial information, relevant statistics, and market developments. In his letter, Bob says, “Nicholas Jasinski correctly points out the edge the S&P 600 enjoys over the Russell 2000 in various areas. It’s estimated that over 40% of Russell 2000 companies are losing money. Though S&P […]

Bob Kargenian was quoted in Retirement Daily on TheStreet, in the article, “Does my spouse qualify for Social Security spousal benefits if he’s already receiving his benefits?” According to the article, “Since the husband is 72 and already drawing Social Security, once she reaches age 66 (assuming this is her full retirement age (FRA)), her […]

TABR Capital Management has been named in Financial Advisor Magazine’s Top RIA Survey 2021. TABR is number 556 out of the 607 nationwide financial advisory firms on the list, based on assets under management. TABR manages over $160 million for over 200 clients nationwide. Read more.

Bob Kargenian was quoted in the May 2021 issue of Financial Planning Magazine, in an article entitled, “With 212 possible designations, what exactly is a financial planner?” According to the article, “The vision, embedded in the board’s December 2019 blueprint for the future of the profession and in lobbying efforts by the Coalition, makes sense […]

Bob Kargenian’s letter was published in Barron’s, a weekly newspaper that covers financial information, relevant statistics, and market developments. In his letter, Bob says, “Bitcoin is simply a speculative commodity whose users hope to sell it to someone else, presumably at a higher price than one paid. I don’t need it to achieve my retirement […]

Bob Kargenian was quoted in Retirement Daily on TheStreet, in the article, “Can I Get Benefits Under My Deceased Former Spouse’s Social Security?” According to the article, “This one is tricky, says Bob Kargenian, president of TABR Capital Management, LLC. ‘But, because she was married longer than 10 years, survivor benefits are available to her […]

Bob Kargenian was quoted in the September 2020 issue of the AARP Bulletin in an article entitled, “How to Choose Between a Pension and Lump Sum Payout.” According to the article, “‘Truth is, annuities are often the better deal,’ says Bob Kargenian, an Orange, California-based financial adviser, noting that companies offering these buyouts are doing […]