Dale P. Robinson CFP® ,CLU
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Newsletters
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Consider a Roth Conversion for Tax-Free Income
Lower tax rates and asset values may make now the time to consider a Roth conversion. This article outlines the rules and potential benefits.
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Crisis Relief: Financial Lifelines for Affected Workers
Temporary crisis relief legislation makes it easier to access retirement account funds and extends paid leave for workers at some small businesses.
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Business Cycle Basics: Recessions Begin and End Before We Know It
This article discusses how economists identify and measure economic contractions and compares some characteristics of past recessions.
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The Beige Book: A Timely Economic Read
The Federal Reserve’s “Beige Book” provides a broad overview of the economy that is often essential for making economic policy decisions.
Calculators
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.