by robinswood | Mar 2, 2023 | Financial Planning, Retirement Planning
FollowFollowFollow Higher 2023 IRA and Roth IRA Contribution Limits and Phase Outs: If you are planning to save for your retirement, you may want to consider opening an Individual Retirement Account (IRA) or a Roth IRA. These are tax-advantaged accounts that allow you...
by robinswood | Feb 27, 2023 | Financial Planning, Public Interest
FollowFollowFollow As the year comes to an end, many people are looking for ways to give back to their communities and causes they care about. However, with so many charities out there, it can be hard to choose which ones to support. How can you make sure your...
by robinswood | Feb 24, 2023 | Financial Planning, Retirement Planning
FollowFollowFollow Developing your personal financial team. One of the most important steps you can take to achieve your financial goals is to build a team of professionals who can support you along the way. A personal financial team is a group of experts who can...
by robinswood | Aug 28, 2022 | Financial Planning
FollowFollowFollow That’s the motto of my life. Well, not really, but it sounds cool, doesn’t it? It’s like something you would see on a motivational poster or a bumper sticker. But what does it actually mean? And is it true? Let me tell you a story....
by robinswood | Aug 30, 2021 | Financial Planning, Retirement Planning
FollowFollowFollow Albert Einstein once said: “The more I learn, the more I realize how much I don’t know.” He was not being modest. He was being honest. He knew that every discovery he made opened up new avenues of inquiry, new challenges to...