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 ( captures plenty of attention, … Continue reading

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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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