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
Retirement Spending
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
Everything is Coming Up Roses (Why I have rarely felt this confident investing)
Everything is Coming Up Roses (Why I have rarely felt this confident investing)
Inflation is roaring, mortgage rates are soaring, the real estate market and both the stock and bond markets stock are all tumbling - and I have rarely felt more confident in guiding client retirement … [Read more...] about Everything is Coming Up Roses (Why I have rarely felt this confident investing)