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New Blog Every Friday

An open book on a windowsill. The book is resting on a knit blanket, and there is a pair of reading glasses on top of the book.
Marshall Robinson | Jan 7, 2022

Why You Need an Investment Philosophy

Investments
Finance
It may be easier to stick to your financial goals if you have a strong investment philosophy in place.
Read More
House in wide view
Marshall Robinson | Dec 31, 2021

Should You Have a Living Trust?

Estate Planning
FINRA Reviewed
A will is the foundation of your estate plan and it is essential if your financial affairs are to be settled in accordance with your wishes. If you die without
Read More
An elderly man and woman sitting together. They have their backs to the camera and are looking out at a vineyard.
Marshall Robinson | Dec 24, 2021

Financing Long-Term Care: Your Options Explained

Health
It's not always pleasant to think about the possibility of needing long-term care, but it's a necessary part of getting older.
Read More
Marshall Robinson | Dec 17, 2021

Asset Allocation = Risk Allocation

Finance
FINRA Reviewed
Premium
Risk Management
While the current stock market boom has some people rejoicing it doesn’t appear as though their level of anxiety has abated much. Investors sometimes have short
Read More
default blog image
Marshall Robinson | Dec 10, 2021

For Financial Planning Success Consider the Impact of Behavioral Finance

Estate Planning
Finance
FINRA Reviewed
The success or failure of a financial plan is driven by a variety of possible influences. Factors like the right rate of savings, good investment selection, and
Read More
default blog image
Marshall Robinson | Dec 3, 2021

What’s Your Risk Management Plan?

FINRA Reviewed
Insurance
Risk Management
Most people couldn’t bear the financial hardships resulting from unexpected events, such as a major house fire, a car accident, a disability or the premature
Read More
default blog image
Marshall Robinson | Nov 26, 2021

Have a Long Term goal? Financial Planning can Help You get you there

Finance
After several years of wallowing in financial upheaval caused by a severe recession and financial crisis, Americans are, once again, looking to the future. A
Read More
Credit cards in wallet in back pocket.
Marshall Robinson | Nov 19, 2021

Personal Loans and Credit Card Payoffs - What You Need To Know

Education
Finance
FINRA Reviewed
Credit
With credit card interest rates ranging between 11% and 22%, it’s no wonder people are looking for alternative ways to manage and pay off their credit card debt
Read More
Paper report.
Marshall Robinson | Nov 12, 2021

Making Sense of Whole Life Insurance Premiums

Insurance
Critics of whole life insurance point to the higher premiums these plans require and the inflexibility of the payment schedule.
Read More
Row of classic cars.
Marshall Robinson | Nov 5, 2021

Buying vs. Leasing: Tips for Stretching your Car Budget as Far as it can Go

Education
Finance
FINRA Reviewed
Investments
For some a car is simply a means of getting from point A to point B; for others it’s a status symbol. Cars are a hobby, a passion, for some and necessity for
Read More
An exit sign in a modern office building
Marshall Robinson | Oct 29, 2021

Small Business Owner Retirement: Dealing with an Unexpected Exit

Retirement
While you might have been planning your retirement for many years, there may come a time when you need to retire earlier than expected.
Read More
Elderly man and woman laughing. The man is holding a map, and the woman is wearing a backpack. They look like they are travelling.
Marshall Robinson | Oct 22, 2021

Living the Dream How to Plan for Your Ideal Retirement

Retirement
The most important thing about retirement is that you have the time, money, and space to do what makes you happy.
Read More

Pagination

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Locations

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

Contact Info

marshall.robinson@lpl.com

     

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