By John H. Robinson, Financial Planner (February 2025) In 1994, a California financial planner named William Bengen published a seminal paper in the Journal of Financial Planning titled, … [Read more...] about Why the 4% Retirement Spending Rule Needs to Be Retired
Retirement Spending
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?
IRS (Finally) Gives Definitive Guidance (Kinda/Sorta) on Required Minimum Distributions from Inherited IRAs.
IRS (Finally) Gives Definitive Guidance (Kinda/Sorta) on Required Minimum Distributions from Inherited IRAs.
By John H. Robinson, Financial Planner (April 2024) Last week, the IRS issued Notice 2024-35, which provided long-awaited guidance on whether non-spouse and not-eligible designed beneficiaries … [Read more...] about IRS (Finally) Gives Definitive Guidance (Kinda/Sorta) on Required Minimum Distributions from Inherited IRAs.
A Farewell to Mint.com
A Farewell to Mint.com
Which personal finance app will step up to fill the void? By John H. Robinson, Financial Planner (April 2024) In a November 2023 press release that surprised and disappointed legions of loyal … [Read more...] about A Farewell to Mint.com
