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...
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...
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...
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....
by robinswood | Mar 12, 2024 | Financial Planning, Public Interest, Retirement Planning
FollowFollowFollow If you are a Boeing employee who is eligible for retirement, you may be wondering whether to take your pension as a monthly annuity or a lump sum payment. This is a big decision that can affect your financial security and lifestyle for the rest of...
by robinswood | Aug 31, 2023 | Financial Planning, Public Interest, Retirement Planning
FollowFollowFollow Retirement is a major life transition that many people look forward to. However, not everyone is prepared for the challenges and opportunities that retirement brings. How can you make the most of your golden years? Here are 10 secrets that...
