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 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 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 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 | Aug 29, 2021 | Retirement Planning
FollowFollowFollow Many of the young couples I meet come to me in a panic because they feel they are behind on retirement savings, late in buying a house, or overdue in thinking about their children’s education expenses. Many of the young couples I meet come to me in...
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...
