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Nest Egg Guru co-founder, J.R. Robinson’s latest article has been published on Investopedia. In this piece, he explains how including individual bonds and stocks in one’s portfolio may have benefits beyond just investing in index funds. The article may be found at the following link - The Benefits

In the above video, J.R. Robinson is discussing with XY Planning Network how NestEggGuru is changing the current landscape of FinTech and creating a whole new landscape as well. These are exciting times to be involved in such a field and NestEggGuru is more than excited to be showcasing our

Over the past several months, Dan Solin, a best-selling author and highly regarded coach to financial advisors, has been sounding off in Advisor Perspectives about disruption in the financial advice profession (see article links below). Five Reasons Your Asset-Based Fee Model Won’t Survive

Note: This piece extolls the virtues of financial planners and was originally published on Nest Egg Guru co-founder J.R. Robinson’s Financial Planning Hawaii website. "We were in Chattanooga when the GPS told us to turn right on Mililiter King. The street was ML King." - Reader's Digest Scarcely

The April Issue of Journal of Financial Planning features the latest research paper from Nest Egg Guru co-founders, Jack DeJong, Jr. PhD, CFA and J.R. Robinson. The paper was a Finalist in the JFP’s annual academic research competition and was presented at the FPA Conference in Baltimore last

When evaluating this question from a financial planning perspective, it can be tricky to answer, as you will end up with a significant decrease in available funds when approaching retirement age within your Social Security and possibly within your general savings; due to spending more than you save

A direct answer would be this: your conversion of your IRA from brokerage to Roth IRA will be taxed just the same as your standard income. This will be determined by the marginal tax bracket you fall under. When you're continuing to work and have income you've earned from said work, it will be a

Unfortunately, no. You are able to contribute a total amount of $6,500 between both your Roth IRA and your traditional IRA within the same tax year as long as the participating party, you, are 50 years of age or older ($5,500 for individuals below 50 years of age). With that being said, there are

This a great question that is commonly asked amongst the finance, investment, and retirement community. Back-Door Roth IRA can be a great way to work around the limitations imposed on the Roth IRA contributions in various situations. However, there are some facets that should be mentioned and those

Nest Egg Guru wants to thank our friends at XY Planning Network for their amazing hospitality at the XYPN16 Conference in San Diego last month. The energy and enthusiasm of XYPN’s membership base is palpable. We were completely impressed! For the throngs of XYPN members who stopped by the Nest