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New Blog Every Friday

A teenager holding a yellow and blue longboard talking to her friend
Marshall Robinson | Jul 20, 2022

Finance Lessons for Your Teen

Family
Finance
Teens are adults in training and an important part of your family's financial picture. Help them build good habits so they're ready for the future.
Read More
Mother and child working on a laptop together
Marshall Robinson | Jul 1, 2022

Should You Prioritize Retirement Savings over College Savings?

Retirement
College
College and retirement require serious savings. Is it possible to save for both?
Read More
A person holding a smartphone. On the phone screen is a series of charts and graphs showing an investment's performance.
Marshall Robinson | Jun 29, 2022

Understanding Your True Risk Tolerance

Investments
Knowing both your financial and emotional risk tolerance could be vital to your portfolio performance.
Read More
Two yellow balloons with smiley faces on them
Marshall Robinson | Jun 10, 2022

Are Emotions Controlling Your Personal Finances?

Finance
Even with planning, our actions can be skewed by our emotions. Is it possible to overcome them?
Read More
Young woman pouring a drink for an older woman. They are sitting together at a table.
Marshall Robinson | May 25, 2022

Talking to your Aging Parents about Finances

Retirement
As your parents age, they may become less capable of managing their own finances. Here are some ways to approach the subject.
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Two people having a picnic by a lake
Marshall Robinson | Apr 15, 2022

How do I Start Planning for Retirement?

Retirement
If you haven't started planning for retirement yet, it's not too late.
Read More
Elderly woman doing yoga in a park
Marshall Robinson | Apr 11, 2022

The New Normal Retirement

Retirement
There's more to preparing for retirement than just saving. Here's what to consider.
Read More
Marshall Robinson | Mar 15, 2022

Thinking of Filing for a Tax Extension? Here's What You Should Know

Tax Planning
If you have any doubts about meeting the tax deadline, you may want to consider filing for an extension.
Read More
Hands holding a small wrapped present
Marshall Robinson | Mar 7, 2022

Charitable Giving: Doing Your Due Diligence

Finance
Tax Planning
Considering donating to a cause? There's a few things you should check first.
Read More
Marshall Robinson | Feb 17, 2022

Easy Tips to Take Time Off Taxes

Tax Planning
April 18th is fast approaching. Here's how to stay organized so you can get your taxes filed.
Read More
Two older businesspeople looking at a tablet screen
Marshall Robinson | Feb 8, 2022

Why Financial Professionals Are Still Important

Finance
Robo Advisors
With the popularity of robo-advisors, are financial professionals still necessary?
Read More
Credit card being held
Marshall Robinson | Jan 14, 2022

Retirement Income Planning Requires Realistic Spending Assumptions

FINRA Reviewed
Retirement
If you have read any literature on retirement planning or have received advice from a financial professional, chances are you were presented with the 70% rule
Read More

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Locations

Punta Gorda Office
201 W. Marion Ave, Suite 1303
Punta Gorda , FL 33950
 

Contact Info

marshall.robinson@lpl.com

     

Securities and Advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.

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