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Beware of giving up financial assets to the state by Tom Roberts  CFP®,  MBA in Lakewood Ranch FL

Beware of giving up financial assets to the state

A friendly warning: Don’t unknowingly give your property to the state. Common law in the United States includes a process in which unclaimed property is turned..

By: Tom Roberts CFP®, MBA

Tags: Law, Escheatment

Posted: 06/20/2017

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Optimize withdrawals from your retirement savings by Tom Roberts  CFP®,  MBA in Lakewood Ranch FL

Optimize withdrawals from your retirement savings

How you take withdrawals from your retirement and other savings can influence your tax payments, Medicare premiums and how long your savings last. The best withdrawal..

By: Tom Roberts CFP®, MBA

Tags: Retirement, Retirement Income, Withdrawals

Posted: 06/20/2017

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Why everyone needs to own bonds by Tom Roberts  CFP®,  MBA in Lakewood Ranch FL

Why everyone needs to own bonds

Everyone should own bonds or bond-like investments, though you might ask why would anyone want to own bonds at this time. Interest rates are going up and the math..

By: Tom Roberts CFP®, MBA

Tags: Bonds, Investing, Alternatives

Posted: 06/20/2017

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Reducing your income risk is crucial when investing by Tom Roberts  CFP®,  MBA in Lakewood Ranch FL

Reducing your income risk is crucial when investing

When investing and managing your money, you must consider and deal with a number of potential risks. These include general market moves, individual company, interest..

By: Tom Roberts CFP®, MBA

Tags: Investing, Retirement, Income

Posted: 06/20/2017

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Use your tax forms to boost finances by Tom Roberts  CFP®,  MBA in Lakewood Ranch FL

Use your tax forms to boost finances

Before you file away your 2016 tax forms, spend a few minutes to see how it can help plan your finances and taxes for 2017. Using tax forms, you quickly can..

By: Tom Roberts CFP®, MBA

Tags: Taxes, Financial Planning

Posted: 06/20/2017

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It's Tax Time. Are You Ready? by Tom Roberts  CFP®,  MBA in Lakewood Ranch FL

It's Tax Time. Are You Ready?

Earnings and investment tax forms will start showing up in your mailbox over the next three weeks. Don't just wince and put them in a pile. Take control and make..

By: Tom Roberts CFP®, MBA

Tags: Taxes

Posted: 06/20/2017

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Lakewood Ranch financial planner looks at costs of health care in retirement by Tom Roberts  CFP®,  MBA in Lakewood Ranch FL

Lakewood Ranch financial planner looks at costs of health care in retirement

It is no secret that health care is expensive. For most of us, annual health-care costs increase as we get older and threaten to become our largest expense item...

By: Tom Roberts CFP®, MBA

Tags: Healthcare Costs, Retirement

Posted: 06/20/2017

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Improving Your Financial Fitness by Tom Roberts  CFP®,  MBA in Lakewood Ranch FL

Improving Your Financial Fitness

If we are physically fit, we feel better, can manage stress and are able to enjoy life. We can experience the same benefits when we are financially fit. Similar..

By: Tom Roberts CFP®, MBA

Tags: Budgeting, Cash Flow, Financial Health, Financial Fitness

Posted: 06/20/2017

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Help Managing Yor Credit Profile by Tom Roberts  CFP®,  MBA in Lakewood Ranch FL

Help Managing Yor Credit Profile

As a result of a recent settlement between the State of New York and the three largest credit reporting agencies, consumers will now be able to have easier access..

By: Tom Roberts CFP®, MBA

Tags: Credit, Credit Score, Credit Report

Posted: 06/20/2017

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How Will Rising Interest Rates Affect You? by Tom Roberts  CFP®,  MBA in Lakewood Ranch FL

How Will Rising Interest Rates Affect You?

Last week the Federal Reserve Board of Governors indicated they were closer to making the first short term rate increase a reality. The guessing game as to when,..

By: Tom Roberts CFP®, MBA

Tags: Interest Rates

Posted: 06/20/2017

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Diversifying your Investments with cash options by Tom Roberts  CFP®,  MBA in Lakewood Ranch FL

Diversifying your Investments with cash options

The global investment markets provided another lesson last week on the benefits of diversification and holding some cash. If you have a diversified portfolio, including..

By: Tom Roberts CFP®, MBA

Tags: Cash, Short Term Bonds

Posted: 06/20/2017

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What Is What: Fiduciaries, Fees and Financial Advisors by Catherine Hawley, CFP® in Monterey CA

What Is What: Fiduciaries, Fees and Financial Advisors

I have to admit that sometimes I’m embarrassed by my profession. Despite the prevalence of financial advisors (it seems like there’s one on every..

By: Catherine Hawley, CFP®

Tags: Fiduciaries, Financial Advisors, Financial Planning

Posted: 06/16/2017

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