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...
by robinswood | Aug 29, 2021 | Retirement Planning
FollowFollowFollow Many of the young couples I meet come to me in a panic because they feel they are behind on retirement savings, late in buying a house, or overdue in thinking about their children’s education expenses. Many of the young couples I meet come to me in...
by robinswood | Sep 2, 2017 | Financial Planning, Retirement Planning
FollowFollowFollow Minimizing Lifetime Taxes with Roth Conversions in Early Retirement One of the most important decisions you can make in early retirement is how to optimize your tax situation. If you have a mix of pre-tax and post-tax accounts, such as traditional...
