by robinswood | Mar 28, 2023 | Financial Planning, Retirement Planning
FollowFollowFollow If you have an old 401k account from a previous employer, you might be wondering what to do with it. There are several options available to you, each with its own pros and cons. Here are some of the most common ones: – Leave it where it is....
by robinswood | Mar 6, 2023 | Financial Planning, Public Interest
FollowFollowFollow Can you afford to spend more AND give more?The question that many people ask themselves when they are faced with the challenge of balancing their personal finances and their charitable donations. It usually comes in the form: “ How can you manage...
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...
