Author Archives: Charles Roberts, CFP®

About Charles Roberts, CFP®

Founder & CEO, Financial Freedom Planners™

Dodge the 9 Top Elder Frauds

You’ve saved money all your life. Or, maybe you sold your business after investing years of hard work. You’ve chosen the smart path and have a comfortable nest egg as you set sail into retirement. But always be on guard! … Continue reading

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Records Are Made to Be Broken

We’ve all heard it said: “Records are made to be broken.” We celebrate record-breaking winning streaks from our favorite teams. Conversely, we hope to avoid a long string of losses. The bull market that began in 2009 is not the … Continue reading

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A Positive Viewpoint – The American Tailwind

It’s common practice for the president or CEO of a company to include a letter to shareholders in the annual report. Berkshire Hathaway’s chairman and CEO, Warren Buffett, doesn’t buck the trend. His annual letter (http://www.berkshirehathaway.com/letters/2018ltr.pdf) captures plenty of attention, … Continue reading

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HOW TO SPEND MONEY DURING THE HOLIDAYS WITH MORE JOY & LESS STRESS

The upcoming holiday season can be joyful, but many people find it one of the most stressful periods of the year. Most of us are in the Spend Money/Buying Mode until the New Year begins, and then need to deal … Continue reading

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Tax Traps to Avoid in Retirement

Since we celebrated our nation’s birthday earlier this month, it’s only fitting to quote one of our founders: “Our new Constitution is now established, and has an appearance that promises permanency; but in this world, nothing can be said to … Continue reading

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Kiplinger’s Personal Finance: Finding conflict-free financial advice

Take a look at a recent article in the Richmond Times Dispatch discussing how to find conflict-free financial advice. Call us at Financial Freedom Planners and see how our approach as a CFP®, we offer objective, affordable fee-only (hourly & project-based) financial … Continue reading

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