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Rob's Recent Articles
How Middle-Class Earners Can Build Lasting Wealth
Key Takeaways: Building wealth depends less on income level and more on keeping a consistent gap between what you earn and what you spend. P …
Read MoreHidden Tax Traps That Can Shrink Your Nest Egg (and How to Avoid Them)
Key Takeaways: Pension income is usually fully taxable, while only the growth portion of annuity payments is taxed. RMDs start at age 73, an …
Read MoreHow Working in Retirement Could Affect Your Social Security Benefits
For many Americans, retirement isn’t a sudden transition but a gradual one. Many Americans leave their full-time careers to take part-time j …
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Rob is married to Joanna and they have three children, Lauren, Nick, and Zack. He grew up in a small town and graduated from Waldron High School. He enjoys spending time with family, boating, sports and church activities.
Rob is a member of the American Institute of Certified Public Accountants and the Indiana Association of Certified Public Accountants. Rob is a member and treasurer of the Blue Ridge Christian Union Church, treasurer for Marietta Volunteer Fire Department and is treasurer for the Blue River Community Foundation. Rob has been involved with many youth sports programs within the community.
Rob's Recent Articles
How Middle-Class Earners Can Build Lasting Wealth
Key Takeaways: Building wealth depends less on income level and more on keeping a consistent gap between what you earn and what you spend. P …
Read MoreHidden Tax Traps That Can Shrink Your Nest Egg (and How to Avoid Them)
Key Takeaways: Pension income is usually fully taxable, while only the growth portion of annuity payments is taxed. RMDs start at age 73, an …
Read MoreHow Working in Retirement Could Affect Your Social Security Benefits
For many Americans, retirement isn’t a sudden transition but a gradual one. Many Americans leave their full-time careers to take part-time j …
Read More
