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What to look for in a mentor.

What to look for in a mentor.

by robinswood | Jun 17, 2024 | Financial Planning, Public Interest, Retirement Planning

FollowFollowFollow A mentor is someone who can guide you, support you, and challenge you to grow in your personal and professional life. A mentor can be a valuable asset for anyone who wants to achieve their goals and reach their full potential. This is often a...
Let’s Talk About Living with Student Loans

Let’s Talk About Living with Student Loans

by robinswood | Jun 17, 2024 | Financial Planning, Public Interest, Retirement Planning

FollowFollowFollow If you are like millions of Americans, you probably have some student debt. Whether it’s from college, graduate school, or a vocational program, student loans can be a huge burden on your finances and your mental health. But don’t despair, there are...
Financial Planning Items to Consider When Your Child Turns 18

Financial Planning Items to Consider When Your Child Turns 18

by robinswood | Jun 17, 2024 | Financial Planning, Public Interest, Retirement Planning

FollowFollowFollow If you have a child who is about to turn 18, you may be wondering what financial planning steps you should take to help them transition into adulthood. Here are some items to consider: – Health Care Directive: This document allows your child...
Should You Have a Budget?

Should You Have a Budget?

by robinswood | Jun 17, 2024 | Financial Planning, Public Interest, Retirement Planning

FollowFollowFollow Many people think that having a budget is a hassle or a restriction on their spending habits. They may believe that budgeting is only for those who have a low income or a lot of debt. However, this is not true. Budgeting is a powerful tool that can...
Why retirement planning in your 20’s is important.

Why retirement planning in your 20’s is important.

by robinswood | Apr 22, 2024 | Financial Planning, Public Interest, Retirement Planning

FollowFollowFollow It’s true that money does not buy happiness, but it does allow you to retire or rewire on your terms. Retirement may seem like a distant goal when you’re in your 20s, but it’s never too early to start planning for your future. By saving...
What should I do with my old 401k?

What should I do with my old 401k?

by robinswood | Mar 12, 2024 | Financial Planning, Public Interest, 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....
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