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"
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Here are five facts about Social Security that are important to keep in mind.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Learn a little about worldwide currency in this fun infographic
Bonds may outperform stocks one year only to have stocks rebound the next.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to better see the potential impact of compound interest on an asset.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This questionnaire will help determine your tolerance for investment risk.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Here is a quick history of the Federal Reserve and an overview of what it does.
When do you need a will? The answer is easy: Right Now.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
What is your plan for health care during retirement?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.