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Long-Term Planning

Ready, Set, RMDs Are Back On Track For 2021

Submitted by Robert Gordon & Associates, Inc on March 16th, 2021

The year 2020 is one of the most eventful in recent times, and changes to the rules that govern retirement accounts are no exception. One of these changes is the waiver of required minimum distributions (RMDs) for 2020. As a result of this waiver, you are not required to take RMDs from your IRA for 2020.

Tags:
  • Budget
  • Debt
  • Estate Planning
  • Financial Planning
  • Investing
  • Long-Term Planning
  • Required Minimum Distribution
  • Savings
  • Taxes
  • Read more

What College Students Need to Know About Money

Submitted by Robert Gordon & Associates, Inc on October 14th, 2020

College represents a time of independence in a young adult’s life. It may be the first time that your child has almost complete control over their own finances. From deciding how to use their spending money to deciphering student loan options, it can be difficult for students to adjust to the financial side of college living.

Tags:
  • Budget
  • college
  • Debt
  • Financial Aid
  • Financial Planning
  • Investing
  • Long-Term Planning
  • Savings
  • Student Loans
  • Read more

Retiring as a Small Business Owner

Submitted by Robert Gordon & Associates, Inc on October 14th, 2020

There are over 30 million small businesses in the United States. Many people start their own businesses in order to become their own boss and take control over their schedules, career goals and finances. It can be incredibly rewarding to start and own a successful small business. But one thing that many small business owners may not think about is a retirement plan. 

Tags:
  • Asset Allocation
  • Budget
  • CFP®
  • Debt
  • Estate Planning
  • Financial Planning
  • Invest
  • Long-Term Planning
  • Retirement
  • Savings
  • Read more

Preparing for an Early or Unexpected Retirement

Submitted by Robert Gordon & Associates, Inc on September 23rd, 2020

More Americans are retiring earlier than you might think

Tags:
  • Budget
  • Estate Planning
  • Financial Planning
  • Healthcare
  • Investing
  • Long-Term Planning
  • Retirement
  • Saving
  • Taxes
  • Read more

The Pros and Cons of a Roth IRA Conversion

Submitted by Robert Gordon & Associates, Inc on July 21st, 2020

Taxes, whether we admit it or not, drive a lot of our personal finance decisions. Avoiding or lowering them can influence where we choose to live, what kind of car we buy, where we send our children to school, whether we purchase a house, and many other everyday decisions. Everyone tries to limit the amount of taxes they pay. Taxes play a large role when we invest for retirement, as well.

Tags:
  • Budget
  • CFP®
  • Debt
  • Estate Planning
  • Financial Planning
  • Investing
  • Long-Term Planning
  • Retirement
  • Savings
  • Read more

‘Too Little Too Late’: Bankruptcy Booms Among Older Americans

Submitted by Robert Gordon & Associates, Inc on August 23rd, 2018

For a rapidly growing share of older Americans, traditional ideas about life in retirement are being upended by a dismal reality: bankruptcy.

Tags:
  • Bankruptcy
  • Estate Planning
  • Financial Planning
  • Healthcare
  • Long-Term Planning
  • Read more

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