“Excellent teacher and provider of great articles and insight concerning the financial services industry, retirement issues.”
Swampscott, Massachusetts, United States
Contact Info
13K followers
500+ connections
Swampscott, Massachusetts, United States
Contact Info
13K followers
500+ connections
About
I am a passionate advocate for retirees and those nearing retirement, dedicated to…
Activity
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See where your city ranks among the global leaders in annual hours lost to traffic gridlock at the link below. https://ow.ly/V4k550SJg8T via…
See where your city ranks among the global leaders in annual hours lost to traffic gridlock at the link below. https://ow.ly/V4k550SJg8T via…
Shared by Robert Powell, CFP®, RMA®
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I am beyond ecstatic to announce another brand new release that is happening today...besides Cobra Kai Season 6 🥋... The Visual Insights series…
I am beyond ecstatic to announce another brand new release that is happening today...besides Cobra Kai Season 6 🥋... The Visual Insights series…
Liked by Robert Powell, CFP®, RMA®
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Financial transparency with family can have a multitude of long-term benefits. Author Amanda Burrows, CFP, has the full story at the link below…
Financial transparency with family can have a multitude of long-term benefits. Author Amanda Burrows, CFP, has the full story at the link below…
Shared by Robert Powell, CFP®, RMA®
Experience & Education
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Swampscott Tides, Inc.
View Robert’s full experience
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Volunteer Experience
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Member, Swampscott 2025 Master Plan Committee
Town of Swampscott
- 1 year 3 months
Served on a committee that developed a 10-year plan for the town.
1) http://www.town.swampscott.ma.us/Public_Documents/FV1-0002D88A/FV1-00055960/2016_0506-Swampscott2025TheMasterPlanExecutiveSumma.pdf
2) http://www.town.swampscott.ma.us/Public_Documents/FV1-0002D88A/FV1-00055960/2016_0506-Swampscott2025TheMasterPlan.pdf -
Member, Town Administrator Search Committee
Town of Swampscott
- 4 months
Served on committee charged with vetting TA candidates to present to Board of Selectmen
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Chair, Council on Aging
Town of Swampscott
- Present 7 years 8 months
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Board Member
Swampscott Retirement Board
- Present 6 years 7 months
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Co-chair
Swampscott for All Ages
- Present 5 years 10 months
This committee is charged with making Swampscott a livable community for all ages - a place to grow up and grow old in.
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Board Member
Lynch/van Otterloo YMCA
- Present 4 years 11 months
Social Services
Publications
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Retiring? You Have 401(k) Options
USA Today
Featured in Robert Powell’s USA Today column: "What should a soon-to-be retiree do with their 401(k) savings?"
Other authors -
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Decoding Wall Street
McGraw-Hill
A plain English guide to understanding Wall Street.
Other authors -
Honors & Awards
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2021 Excellence in Personal Finance Reporting Award
RTDNA + the National Endowment for Financial Education
https://www.rtdna.org/article/rtdna_and_nefe_announce_2021_personal_finance_reporting_award_winners
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Emma-Made Lemonade
Parents' Choice Recommended and Webby Award Honoree
Served as financial education consultant to Emma-Made Lemonade, which in 2020 was a Webby Award Honoree and Parents' Choice Recommended podcast. https://www.parentschoice.org/product/emma-made-lemonade/
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Panel Discussion Moderator
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Moderated panel discussions at FPA Retreat 2018
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Panel Discussion Moderator
Society of Acturaries
Moderated panel discussion - Impact of Aging: What Can Individuals and the Private Sector Do to Address the Challenges Resulting from Aging? - for the Society of Actuaries' Living to 100 symposium in Orlando, Fla.
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Panel Discussion Moderator
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Moderated two panel discussions at the Financial Planning Association's Business and Education conference in Baltimore.
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Speaker
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Delivered two speeches at Rekon Intelligence's Excel 401(k) conference. http://www.excel401k.com/
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Panel Discussion Moderator
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Moderated IMCA's Focus on Fiduciary panel discussion.
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Panel Discussion Moderator
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Moderated two panel discussions at Financial Planning Association's annual meeting
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Keynote speaker
Financial Communications Society
Delivered keynote speech for Financial Communications Society - The Changing Face of Retirement - 5th Annual Executive Education Summit, http://www.fcsinteractive.com/news/fcs-5th-annual-executive-education-summit.aspx
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Speaker
FPA Retreat 2013
Delivered speech at FPA Retreat 2013, http://www.fpanet.org/docs/assets/041FEFE1-BB36-9B30-8FCAECB9D59D3282/RET2013OnlineBrochure.pdf
Organizations
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SABEW
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Recommendations received
1 person has recommended Robert
Join now to viewMore activity by Robert
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Ensure compliance and optimize your charitable giving strategy with these critical rules and exclusions surrounding QCDs. Check out the full article…
Ensure compliance and optimize your charitable giving strategy with these critical rules and exclusions surrounding QCDs. Check out the full article…
Shared by Robert Powell, CFP®, RMA®
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Medicare expert Jae Oh delivers advice to delay Medicare enrollment and avoid penalties while still employed. https://ow.ly/Ace250SIIEa via…
Medicare expert Jae Oh delivers advice to delay Medicare enrollment and avoid penalties while still employed. https://ow.ly/Ace250SIIEa via…
Shared by Robert Powell, CFP®, RMA®
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Author Jasen Wallace, CFP, lays out the emotional and financial support a specialized financial adviser brings to the caregiving…
Author Jasen Wallace, CFP, lays out the emotional and financial support a specialized financial adviser brings to the caregiving…
Shared by Robert Powell, CFP®, RMA®
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Explore the surprising strength of U.S. stocks, the impact of AI giants and shifting economic indicators in our comprehensive second-quarter market…
Explore the surprising strength of U.S. stocks, the impact of AI giants and shifting economic indicators in our comprehensive second-quarter market…
Shared by Robert Powell, CFP®, RMA®
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What is a retirement paycheck? How can it help you shift your retirement mindset? Angie O'Leary has the answers at the link…
What is a retirement paycheck? How can it help you shift your retirement mindset? Angie O'Leary has the answers at the link…
Shared by Robert Powell, CFP®, RMA®
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The perceived tax benefits of Roth and traditional retirement accounts may not be as straightforward as commonly thought. Click below to read more…
The perceived tax benefits of Roth and traditional retirement accounts may not be as straightforward as commonly thought. Click below to read more…
Shared by Robert Powell, CFP®, RMA®
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Discover how Collective Investment Trusts (CITs) can potentially lower costs and boost performance compared to mutual funds in your retirement plan…
Discover how Collective Investment Trusts (CITs) can potentially lower costs and boost performance compared to mutual funds in your retirement plan…
Shared by Robert Powell, CFP®, RMA®
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Confused about estimated taxes? See how withholding can simplify your retirement with Amy Shepard, CFP, RMA. https://ow.ly/Xjzp50SIbCo via…
Confused about estimated taxes? See how withholding can simplify your retirement with Amy Shepard, CFP, RMA. https://ow.ly/Xjzp50SIbCo via…
Shared by Robert Powell, CFP®, RMA®
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One thing all successful people have in common is that they have a foundation of strong mentorship in their lives. Whether it be a parent, teacher…
One thing all successful people have in common is that they have a foundation of strong mentorship in their lives. Whether it be a parent, teacher…
Liked by Robert Powell, CFP®, RMA®
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Charitable Trusts are enormous opportunities for advisors to reduce client income taxes and estate taxes while supporting a client’s biggest alliance…
Charitable Trusts are enormous opportunities for advisors to reduce client income taxes and estate taxes while supporting a client’s biggest alliance…
Liked by Robert Powell, CFP®, RMA®
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Understand the final regulations on required minimum distributions under the 10-year rule and how they impact beneficiaries of retirement accounts.…
Understand the final regulations on required minimum distributions under the 10-year rule and how they impact beneficiaries of retirement accounts.…
Shared by Robert Powell, CFP®, RMA®
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Ensure a smooth wealth transfer to your heirs and discover how life insurance minimizes risks and maximizes inheritance during the Great Wealth…
Ensure a smooth wealth transfer to your heirs and discover how life insurance minimizes risks and maximizes inheritance during the Great Wealth…
Shared by Robert Powell, CFP®, RMA®
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Learn how couples can use a QDRO to manage retirement funds strategically, but proceed with caution. Read why at the link below…
Learn how couples can use a QDRO to manage retirement funds strategically, but proceed with caution. Read why at the link below…
Shared by Robert Powell, CFP®, RMA®
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In case you missed it, catch up on all the news and advice from last week's Retirement Daily here! https://ow.ly/OJTQ50SH9kN via TheStreet…
In case you missed it, catch up on all the news and advice from last week's Retirement Daily here! https://ow.ly/OJTQ50SH9kN via TheStreet…
Shared by Robert Powell, CFP®, RMA®
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Some professional news: I will be joining The Brookings Institution as the director of the Retirement Security Project and the Alice M. Rivlin Chair…
Some professional news: I will be joining The Brookings Institution as the director of the Retirement Security Project and the Alice M. Rivlin Chair…
Liked by Robert Powell, CFP®, RMA®
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Discover why caregiving leave among employees is increasing despite flexible work arrangements, with insights from Grayce's latest…
Discover why caregiving leave among employees is increasing despite flexible work arrangements, with insights from Grayce's latest…
Shared by Robert Powell, CFP®, RMA®
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