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...
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...
