Jody Robinson is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association. Serving clients at Kingsview Partners Wealth Management, LLC in Burr Ridge, IL and the surrounding communities.
When people near retirement they often wonder how much, if any, life insurance they should have during retirement. When you are working and...
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My son recently turned twenty and it inspired me to reflect on all of the changes in his life as well as in my professional life. My son’s...
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Put on the coffee and roll up your sleeves! Deciding on employer benefit choices can be a daunting task, especially when the plans change from...
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How can you and your soon-to-be-former spouse split your individual qualified retirement savings, frequently the largest asset you may each own...
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Twenty and thirty years ago, the picture of retirement most people had in mind was one where there was a finality to your job, you’d move to...
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When an insurance agent or broker recommends an annuity replacement, it may actually be a good idea for you and your family — or it may just be...
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If you've recently graduated from college, you most likely will earn more money than ever before. By the same token, you'll enter the workforce...
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In today’s turbulent market, why not rent out your portfolio — yes, rent out your portfolio! Okay, maybe that’s not entirely possible.However,...
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First off, if this situation applies to you then let me say… “Congratulations!”You’re doing a great job of saving for your future, and it will...
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As is customary this time of year, we begin to reflect on the year that is ending as well as the approaching year. This process can create a...
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