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.
As the economy continues its march forward after the financial crisis of the last decade, are we finally seeing higher interest rates for CDs and other savings rates?
Having a financial plan can get you on track for life’s big events.
So, what’s the story with U.S. savings bonds? Here’s a brief primer explaining these historically solid investment instruments.
A recent survey shows that many middle-aged and older single people are less well situated for retirement than their married counterparts. Here are ideas.
When the kids grow up and move out, it may be time to consider downsizing, and maybe even moving. Here are some things to consider.
To DRIP or not to DRIP? Dividend reinvesting can be a powerful compounding tool, but you might consider taking the income for other purposes.
Unexpected events can get in the way as you prepare for and enter into retirement. Here are some tips on how to try and mitigate their potential impact.
Our busy lives leave little room to monitor the stock markets regularly. There are times when we can just ignore our retirement portfolios—for a little while.
Learn how to save for a house—and how to keep your cash safe while you’re building that down payment.
Learn how starting early, setting goals and sticking to them can help you build wealth, at a young age, and for the long-term.
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