Articles

A year-end review helps you cut taxes, build retirement savings, rebalance your portfolio, and earn more interest.

Review Your Finances Now to Keep on Track in 2021

You have to understand your own strengths and weaknesses as you decide whether teaching students in the clinical setting is right for you.


The Pros and Cons of Having a Medical Student Shadow You

Doctors can get the most out of physician-directed podcasts with a combination of planning and spontaneity. 

Getting the Most Out of Physician Podcasts

CD rates are under 1%, but comparable annuities can pay more than 2% to 3% guaranteed and are tax-deferred.

Turned off by Low CD Rates?  Consider a Fixed Annuity

You can take advantage of key sectors likely to rise down the road from economic recovery, though this may be delayed by the current second wave of the pandemic.

Straddling the Pandemic and Post-Pandemic Markets

David Robinson, a Certified Financial Planner, is founder/CEO of 

, an SEC-registered firm in Phoenix that provides fiduciary services to help clients achieve their financial goals. His practice focuses on helping wealthy individuals with custom financial plans, and using a holistic approach to grow/protect wealth, manage taxes, identify insurance solutions, prepare for retirement and manage estate plans.

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.

Pruning Big Stock Gains to Preserve Them

An annuity can yield guaranteed lifetime income—a private pension that helps you sleep at night.

Remove Financial Worries from Retirement

The classic dichotomy of growth stocks versus value stocks may be at a pivot point. 

The Start of Something Big When a Lovely Thing Dies? 

There are some strategies that even reluctant video conference-goers can incorporate to optimize these remote interactions. 

Adjusting to Remote Interviews and Meetings 

Three approaches to deciphering a valuable but sometimes complex annuity product.

Lifestyle