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 Medical … [Read more...] about Will Your Most Important Financial Planning Document Be Implemented When You Need it Most?
Financial Planning
To Fee or Not to Fee. What’s the Difference Between Fee-Based vs. Fee-only Financial Planning?
To Fee or Not to Fee. What’s the Difference Between Fee-Based vs. 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 vs. Fee-only Financial Planning?
HELOC Sticker Shock
HELOC Sticker Shock
Where to shop for a HELOC now that "teaser-rates" are not so "teasy" By John H. Robinson, Financial Planner (May 27, 2024) In the course of my financial planning reviews, I often encourage … [Read more...] about HELOC Sticker Shock
Mint vs eMoney
Mint vs eMoney
By J.R. Robinson, Financial Planner (May 2024) Millions of consumers who have been disenfranchised by the closure of popular personal finance app Mint.com may do well to consider migrating to … [Read more...] about Mint vs eMoney
Have I Saved Enough to Retire?
Have I Saved Enough to Retire?
A Quick and Easy Way to Answer the Most Common Personal Finance Question. By J.R. Robinson, Financial Planner, May 2024 Saving for retirement is a ubiquitous financial planning objective … [Read more...] about Have I Saved Enough to Retire?
