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
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
States Partnering with Insurance Companies to Help Sell Long-Term Care Insurance: What Could Possibly Go Wrong?
States Partnering with Insurance Companies to Help Sell Long-Term Care Insurance: What Could Possibly Go Wrong?
(The Unfortunate Consequences of Long-Term Care Insurance Partnership Plans) By John H. Robinson, Financial Planner (March 2024) “The nine most terrifying words in the English language are: … [Read more...] about States Partnering with Insurance Companies to Help Sell Long-Term Care Insurance: What Could Possibly Go Wrong?
