As a practical matter, the factors that determine how long our accumulated nest eggs may last after we retire fall into two categories – those that we can
By J.R. Robinson
Since 1987, individual investors who were not eligible to make deductible traditional IRA contributions have still been permitted to
INTRODUCTION
This article has been created to introduce readers to the thinking and methodology behind the rising dividend stock strategy I implement in many
Posted by J.R. Robinson Feb 2018
It has been my experience that the tax rules surrounding the sale of one’s primary residence are poorly understood. This
Posted by J.R. Robinson April 2018
The Tax Cut And Jobs Act of 2018 was signed into law last December amidst a sea of political rhetoric. From the GOP
U.S. News columnist, Barbara Friedberg, used my commentary for her May 8th article titled, Sometimes Rebalancing Does More Harm than Good. So many financial
Over the past year or so, we have received a number of calls from clients who have received premium increase notifications on their individual and/or group long
The elimination of the deduction for home equity loan interest for purposes not relating to the home improvements just made 401(k) loans more
August 7th marked the SEC’s cutoff date for its 90-day public comment period on three Commission proposals aimed at helping consumers more clearly
