David Robinson, CFP

As a result of changes from the SECURE Act, for the tax benefit of the entire family, parents with highly appreciated retirement accounts may want to re-think bequests.

As a result, parents with highly appreciated retirement accounts may want to rethink bequests.

A bond ladder is a strategy that involves buying bonds of varying, sequential maturities, enabling investors to rotate into higher-yielding bonds as rates rise, adding rungs to the ladder.

Many investors are chagrined to learn that bonds, once a paragon of stability, are no longer an automatic solution for wealth preservation.

Whether converting a traditional IRA to a Roth IRA would be a good move depends on your particular situation, goals and the timing involved.

Whom to appoint should be an area of focus for physicians with significant accumulated wealth as they plan their estates.

The perils of giving POA to the wrong person and how to avoid that mistake.

Retirement account tips for soon-to-be-retired physicians.

Making your 401(k) self-directed can offer advantages for physicians who use financial advisors.

It’s a strategy perfectly suited for physicians.

Start planning now to keep your heirs from paying too much in taxes.

It may be time for physicians to reconsider some financial changes they made during the pandemic.

Naming a successor trustee is treated as an afterthought when creating trusts, though it’s one of the most important decisions involved.

All too often, naming a successor trustee is treated as an afterthought when creating trusts, though it’s one of the most important decisions involved.

By pruning gains incrementally over time and moving the cash into lower-risk assets, you can preserve gains and thus grow your account values in preparation for retirement.

When used in tandem, the two methods can work together in ways that deliver the best of both worlds while compensating for the downsides of each.

The shift will ultimately have a transformational impact on American investment markets, some American companies and various investment funds.

If you could see a black swan event coming far enough in advance, you’d have some time to make protective adjustments in your investment portfolio.

Early decision-making and direct conversation with your children are critical to passing on wealth properly when the time comes.

Investing in the bull market now can secure your financial future later.

Robo-investing can be conveinient, but it also presents uniqe risks to your protfolio.

It can be encouraging to make investments on your own behalf and manage your funds completely doing it yourself. But as investing becomes more technical and complicated you may not get the same results a dedicated professional will.

Looking for a financial advisor is like looking for a new hire, you need to make sure you vet them properly and ask the right questions. Here are nine essential questions to consider.

The 24/7 news cycle covers all topics, creating a din of noise that can often be overwhelming. This is especially true when it comes to following the market, and it's just as important to sift through what's important and what isn't.

Financial advisors are supposed to help build your wealth. But are fees helping or hurting your retirement funds? Make sure you ask the right questions of your advisors!

When preparing their 2018 tax returns next year, taxpayers will have to deal with changes in rules for deductions involving their homes.

A highly tax-advantaged investment plan for funding college education expenses, now allows the use of this money for private elementary and secondary schools, including parochial schools.

Show dealers you’re a savvy consumer and save on a car lease with awareness of marked-up financing charges and the metrics involved — powerful ammunition for a highly effective price-cutting strategy.

Just as you should update your wills and trusts to reflect new circumstances, make sure your financial POA is current, too.

Death is an inevitable part of life, and it can happen at any time. Though you may not be ill or expect it to come, death does not cater to our plans. That's why it's important to make sure your assets are taken care of in the event something happens to you. Continue below for crucial estate planning tips.