Author Archives: Charles Roberts, CFP®

About Charles Roberts, CFP®

Founder & CEO, Financial Freedom Planners™

Avoiding 8 Big Mistakes in Retirement

Tens of millions of Americans are looking forward to the day they retire. Others enjoy their profession and can’t imagine a life without work. Yet, even those folks recognize that one day they won’t wake up on a Monday and … Continue reading

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5 STEPS TO ACCUMULATING WEALTH

There are many reasons to engage the services of a financial advisor. Some investors don’t understand the complexities and the array of choices, and they would prefer to have an expert deal with it for them. That’s understandable. Others enjoy … Continue reading

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6 WAYS TO A HAPPIER RETIREMENT

And Happy Birthday, Economic Recovery! Picture this—it’s Friday afternoon, your work is done, and you have the weekend ahead of you. But what makes this weekend different from any other weekend is that two-week vacation following it. You wish your … Continue reading

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The Real-World Advice You Won’t Hear at Any Commencement—But Should

Thanks and a hat tip to Art Sobczak: The Real-World Advice You Won’t Hear at Any Commencement—But Should May 12, 2017 / By Art Sobczak This hard-nosed wisdom will help prepare recent or soon-to-be graduates for how life and work really … Continue reading

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Social Security Benefits Bump Up Every 4 Months You Wait

SS Benefits Increase Every 4 Months You Wait Full retirement age for Americans born between 1943 and 1954 is 66 years old— here’s how benefits rise or fall if they retire anytime between 62 and 70. Americans born between 1943 and 1954 … Continue reading

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FRAUD – 10 WAYS TO BEEF UP YOUR DEFENSIVE LINE

On guard against fraud Fraud is a reality that we must constantly guard ourselves against. There are those who can be considered trusted advisors and there are those who will always be unscrupulous. We know and understand that. Yet, by … Continue reading

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Presidential Election – What Do Soccer & Investment Strategy Have In Common?

Resist the temptation to react, as difficult and counter-intuitive it may be. Sometimes, the best reaction is no action at all! Consider the following soccer strategy: During a penalty kick, a soccer goalie must make a split-second decision to stay put … Continue reading

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