by lightforcemarketing | Feb 4, 2025 | Financial Planning
As we step into 2025, many Americans are facing a new reality in their financial planning due to significant changes in tax laws. The expiration of key provisions from the Tax Cuts and Jobs Act (TCJA) of 2017 is set to reshape the tax landscape, and...
by lightforceadmin | Oct 4, 2024 | Financial Planning
By Gerald Robinson, CFP® The truth is that all investments involve some degree of risk. Understanding and managing those risks with solid risk management strategies is key to helping investors move toward their financial goals and make wise decisions. Over my 25 years...
by lightforceadmin | Aug 6, 2024 | Financial Planning
By Gerald Robinson, CFP® Investing is never completely straightforward. However, a close look at the current mid-year market update shows us that even for seasoned investors, things are (probably) going to be a little turbulent for a while. If you’ve been in the game...
by lightforceadmin | Jul 30, 2024 | Financial Planning
By Gerald Robinson, CFP® Since I began working in financial services around 25 years ago through my current tenure at LightForce Financial, it’s been personally rewarding to help so many people and families build financial confidence. Although there are many more...
by lightforceadmin | May 15, 2024 | Financial Planning
By Gerald Robinson, CFP® Over the years of creating financial plans for my clients, I stumbled upon a fascinating trend. Some of them, despite having a sizable income and assets to fulfill their retirement goals, ended up passing away with a significant sum of money....
by lightforceadmin | Apr 8, 2024 | Financial Planning, Retirement
By Gerald Robinson, CFP® At LightForce Financial, our services are designed to craft a customized plan that both accounts for the cost of taxation in future years, and also optimizes your available sources of income. The advantages of the Roth IRA perfectly exemplify...
