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J.R. Robinson, Financial Planner

FEE-ONLY PLANNING BLOG

J.R. Robinson, Financial Planner

Will Your Most Important Financial Planning Document Be Implemented When You Need it Most?

Sep 10 2024

Will Your Most Important Financial Planning Document Be Implemented When You Need it Most?

Your Medical Power of Attorney is your most important estate planning document and the one most likely to be needed on short notice. By J.R. Robinson, Financial Planner (July 2024)  The … [Read more...] about Will Your Most Important Financial Planning Document Be Implemented When You Need it Most?

Written by J.R. Robinson, Financial Planner · Categorized: Financial Planning

To Fee or Not to Fee. What’s the Difference Between Fee-Based and Fee-only Financial Planning?

Aug 27 2024

To Fee or Not to Fee. What’s the Difference Between Fee-Based and Fee-only Financial Planning?

The Forked Tongue of Personal Finance The financial advice world is awash in jargon and nuance.  This presents a problem for consumers because many common terms have no statutory definition … [Read more...] about To Fee or Not to Fee. What’s the Difference Between Fee-Based and Fee-only Financial Planning?

Written by J.R. Robinson, Financial Planner · Categorized: Financial Planning

Do I really need a financial planner?

Jan 25 2022

Do I really need a financial planner?

Access to virtually all human knowledge (financial and otherwise) resides just a click away on the Internet. This has caused some consumers and media pundits to speculate whether the need for … [Read more...] about Do I really need a financial planner?

Written by J.R. Robinson, Financial Planner · Categorized: Financial Planning, Portfolio Management & Investing

Fee-Only Consulting on Long Term Care Insurance: What if the company that issued my policy fails?

Jan 25 2022

Fee-Only Consulting on Long Term Care Insurance: What if the company that issued my policy fails?

The LTC insurance market has been in turmoil for more than a decade as insurance companies have come to the grim realization that the policies they issued in the 1990s and early 2000s were badly … [Read more...] about Fee-Only Consulting on Long Term Care Insurance: What if the company that issued my policy fails?

Written by J.R. Robinson, Financial Planner · Categorized: Insurance & Annuities

Don’t Make this Mistake with Non-Deductible IRA Contributions

Jan 25 2022

Don’t Make this Mistake with Non-Deductible IRA Contributions

Since 1987, individual investors who were not eligible to make deductible traditional IRA contributions have still been permitted to make non-deductible contributions. The original allure of this … [Read more...] about Don’t Make this Mistake with Non-Deductible IRA Contributions

Written by J.R. Robinson, Financial Planner · Categorized: IRAs & Retirement Accounts

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Recent Posts

  • Caution: Renting Part of Your Home May Jeopardize Your Capital Gains Tax Exclusion
  • Challenging the Merits of Tax Loss Harvesting
  • Why I Always Say “Friends Should Not Let Friends Buy Bond Funds”
  • Understanding the Net Investment Income Tax (NIIT) and How to Avoid It in Taxable Accounts
  • Turning Stock Market Lemons into Lemonade: The Strategic Advantage of Roth Conversions in a Downturn

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Recent Posts

  • Caution: Renting Part of Your Home May Jeopardize Your Capital Gains Tax Exclusion
  • Challenging the Merits of Tax Loss Harvesting
  • Why I Always Say “Friends Should Not Let Friends Buy Bond Funds”

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Fee Only Planning Hawaii’s SEC Form 2A and 2B Disclosures and Privacy Policy

 

 

© 2005–2025 | Financial Planning Hawaii | Fee-Only Planning Hawaii is a business division of Financial Planning Hawaii, Inc., a state of Hawaii Registered Investment Adviser (CRD#153930). John H. Robinson is the sole owner and founder of Financial Planning Hawaii, Inc. Both John H. Robinson and Sue Gabor also maintain separate broker-dealer and investment advisory relationships with J.W. Cole Financial, a FINRA member broker-dealer, and J.W. Cole Advisors, an SEC-Registered Investment Adviser. Financial Planning Hawaii and J.W.Cole Financial/Advisors are unaffiliated entities. Services provided under Financial Planning Hawaii’s fee-only planning agreement are entirely separate from the financial planning and wealth management services provided under their unaffiliated registered representative and investment adviser representative relationships with J.W. Cole. Fee-only planning clients will NOT be solicited to establish investment accounts through J.W. Cole Financial or J.W. Cole Advisors. Clients who sign Financial Planning Hawaii’s fee-only planning agreement should understand that ongoing portfolio management is NOT part of the agreement.

Both John H. Robinson and Sue Gabor maintain state of Hawaii insurance producer licenses. However, while insurance risk management is included in the financial planning review process, no specific insurance products will be recommended or solicited as per the terms of the fee-only planning agreement.

All prospective clients are encouraged to review John H. Robinson’s and Sue Gabor’s professional and regulatory disclosure histories on the Securities Exchange Commission Investment Adviser Public Disclosure website (SEC IAPD) at https://adviserinfo.sec.gov/
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