Inflation is roaring, mortgage rates are soaring, the real estate market and both the stock and bond markets stock are all tumbling - and I have rarely felt more confident in guiding client retirement … [Read more...] about Everything is Coming Up Roses (Why I have rarely felt this confident investing)
Estate Planning is So Much More Than Drafting Documents
Estate Planning is So Much More Than Drafting Documents
By John H. Robinson, September 2022 Every year, I write at least an article or two aimed at dispelling the myths that estate planning exists solely in the realm of attorneys and that the estate … [Read more...] about Estate Planning is So Much More Than Drafting Documents
JR Featured on WIMPLE
JR Featured on WIMPLE
J.R. featured on WIMPLE (May 2022) Wimple (Wealth Made Simple) is a San Diego-based fintech startup that is building a nationwide matchmaking platform for consumers and financial professionals. … [Read more...] about JR Featured on WIMPLE
3 SURPRISING INVESTMENTS TO AVOID AS INTEREST RATES RISE
3 SURPRISING INVESTMENTS TO AVOID AS INTEREST RATES RISE
3 SURPRISING INVESTMENTS TO AVOID AS INTEREST RATES RISE By John Robinson, May 2022 Where NOT to Put Cash Now that interest rates have begun rising, some consumers are asking if it is a good … [Read more...] about 3 SURPRISING INVESTMENTS TO AVOID AS INTEREST RATES RISE
How Many IRAs Do You Need?
How Many IRAs Do You Need?
How Many IRAs Do You Need? By Laurey Shintani, June 21, 2022 Pop Quiz: What is the maximum number of traditional or Roth IRAs a taxpayer may establish? Answer: There is no limit. While … [Read more...] about How Many IRAs Do You Need?
