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.
If a big expense is staring you down, here are some important things to keep in mind when deciding how to invest for that shorter-term goal.
Avoiding debt and paying down debt are key components of long-term goal planning. But some types of debt are necessary, whereas others are bad for your financial wellness.
Single adults can take steps to work toward a better financial future, even without a partner to help with money matters. Learn about these 5 budget and personal finance tips for singles.
Learn how to potentially accumulate wealth by understanding the habits of wealthy people. In general, it’s about balance, in mind and body, as well as spending and savings.
Does stock market volatility have you rethinking your investing strategy? In volatile markets, it’s important for investors to stay disciplined and focus on long-term goals.
Many people review their investments once a year. But many things can happen over the course of 12 months that might impact your investment portfolio, and this year it's especially important to review your financial situation as the COVID-19 crisis continues to upend markets.
A trust can be a great planning tool, but it’s important to know the difference between a revocable versus an irrevocable trust.
How might interest rate increases and cuts impact long-term investing decisions? Learn strategies long-term investors might consider to help weather volatility.
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.
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