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

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!

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)

The Federal Deposit Insurance Corporation (FDIC) has implemented significant changes to its insurance coverage rules for trust accounts. These changes aim to simplify and streamline the process of … [Read more...] about Important New FDIC Coverage Rules for Trusts and Payable-on-Death Accounts

Intuit is Pitching Credi Karma to Replace Mint. It is Apples to Oranges. By John H. Robinson, Financial Planner, June 2024 In November 2023, fintech juggernaut Intuit (NASDAQ – INTU) shocked the … [Read more...] about Credit Karma vs. eMoney