By J.R. Robinson, Financial Planner (February 2025) Estate Guru Asset Registrations Guidebook – Many consumers who have taken time to draft revocable trusts have no idea how get their assets … [Read more...] about Four Handy Financial Planning Guides
Financial Planning
My Acquired Podcast Top 5 “Must-Listen” List
My Acquired Podcast Top 5 “Must-Listen” List
By J.R. Robinson, Founder/Financial Planner (February 2025) Below is a list of my top five Acquired podcast episodes. They are not ranked in any particular order, but they represent the … [Read more...] about My Acquired Podcast Top 5 “Must-Listen” List
Not So Hot TIPS
Not So Hot TIPS
Financial journalists love Treasury Inflation-Protected Securities. I do not. By J.R. Robinson, Financial Planner (November 2024) With fears of a resurgence of … [Read more...] about Not So Hot TIPS
Will Your Most Important Financial Planning Document Be Implemented When You Need it Most?
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?
To Fee or Not to Fee. What’s the Difference Between Fee-Based and Fee-only Financial Planning?
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?
