Your Financial Future
Robert is dedicated to helping individuals, families and small businesses in three main areas: Protection, Savings and Investing. He seeks to develop long term proactive relationships with his clients and base them on his dedication, integrity, and commitment to their personal and financial success.
His initial work with clients encompasses the coordination and integration of all aspects of their finances, both personal and business. Together they co-create a long term plan that achieves confidence, wealth and financial peace of mind.
Robert has been with Strategies for Wealth since 2011 and was previously an analyst with an Investment Bank where he advised small business owners on exit strategies, capital raises and traditional M&A transactions. Robert graduated from the Catholic University of America with a Civil Engineering degree and currently resides in New York City with his wife Kristin. He is on the Board of Directors for the charity Back on my Feet. In his spare time, he enjoys traveling and participating in endurance races such as marathons and Ironman triathlons.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
How Interest Rates Affect Everything
This is a good infographic to use, and reuse, whenever the benchmark interest rate goes up.
A quick look at how federal income taxes work.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Being healthy not only makes you feel good, it may also help you financially.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
A four-step framework for building a personal legacy.
Don’t wait until you’ve reached the point where you feel pressured to make major retirement decisions.
Estimate how much you have the potential to earn during your working years.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate your monthly and annual income from various IRA types.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to better see the potential impact of compound interest on an asset.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
The decision whether to buy or rent a home may have long-term implications.
If you died, what would happen to your email archives, social profiles and online accounts?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Have you found yourself suddenly single? Here are 3 steps to take right now.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Smart investors take the time to separate emotion from fact.