By John H. Robinson, Financial Planner (December 2025) Meet the Trump Account The OBBBA created this intriguing, unique new investment account aimed at combatting systemic multigeneratinal … [Read more...] about Stocking Stuffers: 5 Quirky Tax Tips & Tricks to Keep in Mind
Out with the Old, In with the New: Tax return prep ideas and new rules for 2026
Out with the Old, In with the New: Tax return prep ideas and new rules for 2026
2026 Beginning-Year Tax Planning Ideas 2025 and 2026 IRA and Qualified Plan Contribution Limits RELATED READING 2026 Tax and Retirement Reference Guide (Charles … [Read more...] about Out with the Old, In with the New: Tax return prep ideas and new rules for 2026
Feathers are Ruffled and Fur is Flying in Financial Planning’s Research Community!
Feathers are Ruffled and Fur is Flying in Financial Planning’s Research Community!
This is the paper that launched the kerfuffle:Why Delaying Social Security Benefits Isn’t Always the Best Decision By John H. Robinson, Financial Planner (September 2025)On September 17, the … [Read more...] about Feathers are Ruffled and Fur is Flying in Financial Planning’s Research Community!
I Have Seen the Future and It is Us! (Meet My Avatar)
I Have Seen the Future and It is Us! (Meet My Avatar)
By John H. Robinson, Financial Planner (September 2025) Unique Elements of Financial Services One of the unique elements of financial services relative to other industries is that it is … [Read more...] about I Have Seen the Future and It is Us! (Meet My Avatar)
HYSA vs. Brokerage Account: Which is Better for You?
HYSA vs. Brokerage Account: Which is Better for You?
By J.R. Robinson, Financial Planner (September 2025)Checking and savings accounts at local banks, along with bank deposit sweep accounts at most brokerage firms, pay little or no interest—often just … [Read more...] about HYSA vs. Brokerage Account: Which is Better for You?
