Dale P. Robinson CFP® ,CLU

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Newsletters
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Three Life Insurance Strategies for Small Businesses
This article explores how life insurance might help small businesses attract and retain talent or fund buy-sell agreements.
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SECURE Act Changes That Matter to Small Employers
The SECURE Act could make it easier and more affordable for business owners to provide retirement plans and help their employees save for retirement.
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Is Your Home Office Also a Tax Shelter?
This article explains which taxpayers are eligible for the home office deduction and describes the two methods used to calculate it.
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Three Questions to Consider During Open Enrollment
Making benefit elections for next year? This article covers three key areas that require careful consideration during open enrollment.
Calculators
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Credit Card Debt
How Long Will It Take to Pay my Balance?
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.