by robinswood | Jun 10, 2023 | Financial Planning, Retirement Planning
FollowFollowFollow If you are saving for retirement, you may have heard of the 401k plan. This is a type of employer-sponsored retirement account that allows you to contribute a portion of your pre-tax income and invest it in a variety of options. Your employer may...
by robinswood | May 28, 2023 | Financial Planning, Retirement Planning
FollowFollowFollow Generational wealth transfer is the process of passing down assets and resources from one generation to another. It can be a powerful way to create and sustain financial stability and prosperity for your family and future generations. However, it...
by robinswood | May 1, 2023 | Financial Planning, Retirement Planning
FollowFollowFollow . Financial planning is not something that most people can do on their own. It requires a lot of knowledge, skills, and experience to make sound decisions that will help you achieve your goals and secure your future. That’s why hiring a...
by robinswood | Apr 16, 2023 | Financial Planning, Retirement Planning
FollowFollowFollow Portfolio risk management is the process of identifying, measuring and managing the sources of uncertainty that affect the performance of a portfolio of assets. It is essential for investors who want to achieve their financial goals and avoid...
by robinswood | Apr 1, 2023 | Financial Planning, Retirement Planning
FollowFollowFollow Whether you live near us in the Pacific Northwest and endure month after month of gray skies and cold rain or elsewhere in the US and grow weary of snow and slush during winter, you may want to explore the idea of becoming a snowbird! A snowbird is...
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....
