Robinson & Associates is a comprehensive financial services consulting firm committed to helping you achieve your financial goals. Our customized programs are designed to grow, accumulate, enjoy, and conserve your wealth by delivering an unprecedented level of personalized service.
We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us or call us at (704) 982-6700. We look forward to hearing from you.
"Helping People Retire Well"
You’ve made investments your whole life. Work with us to help make the most of them.
Travel, Without the Baggage
Tips to avoid checking in luggage on your next vacation.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Here are five facts about Social Security that are important to keep in mind.
Military families face unique challenges, making personal finance even more critical.
Good employee health can be great for the company’s bottom line.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate the total cost in today's dollars of various mortgage alternatives.
Assess whether you are running “in the black” or “in the red” each month.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator can help you estimate how much you should be saving for college.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
There’s an alarming difference between perception and reality for current and future retirees.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.