Robert has been with TD Ameritrade since 2008. As a financial consultant, he helps clients set financial goals and create an actionable plan to prepare for their future. Robert holds his Series 3, 7, and 66 securities licenses.
Learn how starting early, setting goals, and sticking to them can help you build wealth—at a young age and for the long term.
An emergency fund isn’t just a repository of cash to dip into when the tires wear out. Emergency dollars can actually be critical to your investment strategy.
Whether you’re getting married for the first time or remarrying, it’s important to get your financial future in order first.
Looking forward to a big bonus? Here are some ways you can use that bonus to help further your financial goals.
How can you make the best financial decisions when you're suddenly single? Read this guide to managing your finances in the transition.
Gen X and millennials have been gathering investable assets, and the younger generations have different financial wants and needs from their baby boomer parents. Is your financial advisor on board?
If you’re concerned about the control and distribution of your assets after you’re gone, consider creating a trust as a helpful estate-planning tool.
Having children can be costly, but the family budget can be flexible to pay for them if you plan ahead.
A second marriage often comes with strings attached, some of them financial. Learn how to approach money issues as you prepare to create a new family.
Dividend reinvesting can be a powerful compounding tool, but you might consider taking the income for other purposes.
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Financial Communications Society 2016
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Content Marketing Awards 2016
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