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FPH Blog

John Robinson | Feb 14, 2023

Timely Tax Season Tidbits

Tax Planning
Income Tax
RMDs
1099 Updates, New RMD Rules, Cheat Sheets, IRA and Qualified Plan Contribution Limits, and more.
Read More
John Robinson | Feb 13, 2023

An Irreverent “State of the Investment World” Address 

Stock Market
Portfolio Management and Investing
Bond Investing
Series I Savings Bonds
FPH founder J.R. Robinson suggests that 2022 investment volatility and rising interest rates lay the foundation for a potential golden era of investing.
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John Robinson | Feb 11, 2023

Bye-Bye NFS. Hello Charles Schwab

General Financial Planning
Say goodbye to annual account fees and annoying ticket charges for stock and bond trades.
Read More
John Robinson | Dec 12, 2022

EXHIBIT A - Why I don't pay much attention to what the "Smart Money" is doing

Crypto Currency
Investment Planning & Portfolio Management
Hedge Funds
Warren Buffett once quipped that when the tide goes out you get to see who has been swimming naked. So much for the "Smart Money."
Read More
John Robinson | Dec 12, 2022

A New Goldilocks Era for Retirement Spending?

Retirement Spending
Interest Rates
Retirement Planning
The rapid rise in interest rates may be a game-changer in retirement planning. Imagine passive retirement income without spending down principal.
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John Robinson | Dec 10, 2022

How to Invest in Bonds and CDs Now That Interest Rates Have Risen

Portfolio Management and Investing
Series I Savings Bonds
Interest Rates
Short Term Treasuries
This article provides clear, unambiguous guidance about what types of bonds to buy and how to ladder maturities in the current rising interest rate environment.
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John Robinson | Dec 5, 2022

Economists Behaving Badly

Economics
Retirement Saving
Economists have begun to suggest that American workers should not save for retirement when they are young. Financial planners contend this is awful advice.
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John Robinson | Nov 29, 2022

Two Ways You Can Lose Money Buying Savings Bonds

Series I Savings Bonds
Estate Planning
Inflation
This is not clickbait. It is not hyperbole. There are two very real ways one can lose money by purchasing savings bonds through Treasury Direct.
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John Robinson | Sep 29, 2022

Where to Stash Cash Now

Mutual Funds
Bond Yields
Portfolio Management and Investing
Eliminating bond mutual funds and ETFs ahead of 2022's rising interest rates was a winning move. Now it's time to get that cash back to work.
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John Robinson | Sep 29, 2022

I was Right about Interest Rates

Inflation
Interest Rates
Portfolio Management and Investing
The 2022 trainwreck in bond mutual funds was entirely avoidable. Financial Planning Hawaii founder John Robinson shows how obvious it was and how dangerous it
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John Robinson | Sep 15, 2022

Fighting Inflation in Your Investment Portfolio is as Easy as 1-2-3

Inflation
Series I Savings Bonds
Dividends
Keeping up with - or even ahead of - inflation may be attainable with these three investments.
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John Robinson | Sep 12, 2022

The Power of Negative Thinking

401(k)
Retirement Saving
Stock market volatility
If you are behind in saving for retirement, let’s hope the stock market goes down.
Read More

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Blog Topics

  • Portfolio Management and Investing
  • Risk Management and Insurance
  • Estate Planning
  • Tax Planning
  • IRAs and Qualified Retirement Plans
  • Retirement Spending
  • Retirement Saving
  • College Saving
  • Comprehensive Financial Planning
  • Social Security
  • Art, Antiques, and Collectibles
  • Hawaii

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Although representatives of Financial Planning Hawaii may review client tax and legal documents, deliver tax-reporting documents, and raise awareness of potential tax and/or estate planning related mistakes or opportunities, none of this information should be construed as constituting specific tax or legal advice.  All clients are encouraged to consult with their respective CPAs and/or attorneys for such guidance.
 
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