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...
by lightforceadmin | Mar 7, 2024 | Financial Planning
By Gerald Robinson, CFP® From an early age I’ve been focused on entrepreneurship and service. In high school, a friend and I ran a hay hauling business every summer that paid for my education through college. Looking back, I think that’s where my love of helping...
by junaidadmin | Aug 22, 2023 | Financial Planning
The Federal Reserve System may be close to the end of its rate hiking campaign based on a continued cool down in inflation, but the central bank has one more policy move that poses a big risk for the stock market. Ned Davis Research highlighted in a Thursday note that...
