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Downside to typical Annuities?

Downside to typical Annuities?

by robinswood | Mar 3, 2025 | Financial Planning, Public Interest, Retirement Planning

FollowFollowFollow An annuity is a type of financial product that provides a stream of income for a certain period of time, usually for the rest of your life. Annuities are often used as a way to supplement retirement income, especially for people who are worried...
Congrats! You won the lottery. Now what?

Congrats! You won the lottery. Now what?

by robinswood | Jan 2, 2025 | Financial Planning, Public Interest, Retirement Planning

FollowFollowFollow What to Do Before Claiming Your Lottery Winnings Winning the lottery can be a life-changing event, and it’s natural to feel an overwhelming rush of excitement. But before you rush off to claim your prize, it’s important to take a few deliberate...
Let’s Talk Differences in Bonds- Municipal, Corporate, Government

Let’s Talk Differences in Bonds- Municipal, Corporate, Government

by robinswood | Jun 23, 2024 | Financial Planning, Public Interest, Retirement Planning

FollowFollowFollow Bonds are a type of debt instrument that allow investors to lend money to a borrower and receive interest payments in return. There are different types of bonds, each with its own characteristics, risks and benefits. In this blog post, we will talk...
Life in balance creates more balance.

Life in balance creates more balance.

by robinswood | Jun 18, 2024 | Financial Planning, Public Interest, Retirement Planning

FollowFollowFollow Hi everyone! Today I want to talk about one of the most important principles that guides lifestyle: life in balance creates more balance. What does this mean? It means that when we align our actions with our values, goals and priorities, we create a...
The Pitfalls of self-directed IRA’s

The Pitfalls of self-directed IRA’s

by robinswood | Jun 18, 2024 | Financial Planning, Public Interest, Retirement Planning

FollowFollowFollow Self-directed IRA’s are a type of retirement account that allow you to invest in alternative assets, such as real estate, precious metals, private equity, and more. They can offer more flexibility and control over your retirement savings, but...
Finances and Life’s Big Moments

Finances and Life’s Big Moments

by robinswood | Jun 18, 2024 | Financial Planning, Public Interest, Retirement Planning

FollowFollowFollow Life is full of milestones and events that can have a significant impact on your finances. Whether you are getting married, buying a house, having a baby, or retiring, you need to plan ahead and budget accordingly. To get you aware of the certainty...
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