by lightforcemarketing | Jun 20, 2025 | Financial Planning, Retirement
As you approach retirement, the financial decisions you make today will significantly impact your quality of life for the next 20-30 years. We regularly meet with clients who are 5-10 years from retirement and facing a common concern: how to manage their tax burden...
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....
