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New Blog Every Friday

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.
Read More
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.
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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.
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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?
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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
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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.
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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.
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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
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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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