Robertson Financial Group

09/04/2026

When you’re helping kids, supporting aging parents, and protecting your own future, finances get complicated fast. The “family CFO” role can affect your taxes, retirement, and estate plan more than you might expect. Learn how to coordinate it all without sacrificing your own security—read now.

Managing family finances across generations? Discover how the family CFO can balance retirement, college costs, and elder care tax-efficiently.

09/03/2026

Think your business expenses are safe if they were “real”? A recent Tax Court case says not always—without the right records, even valid deductions can be disallowed. Learn why travel, vehicle, and meal logs matter so much for self-employed business owners. Read now.

Discover why credit card statements aren't enough to secure tax deductions and how a recent Tax Court case impacts self-employed business owners.

09/02/2026

Should you pay off debt or invest right now? The answer isn’t as simple as it used to be. With high interest rates, high-yield savings, and tax factors all in play, the smartest move depends on your full financial picture. Find out how to balance both strategies for long-term growth and peace of mind. Read now.

Should you pay off debt or invest? Michael Robertson of Robertson Financial Group explains how interest rates, taxes, and cash flow affect your strategy.

09/01/2026

Serving as an executor? You could face personal tax liability if estate taxes aren’t handled correctly. Learn the key IRS forms and steps that can help protect you from costly mistakes. Read now to see how to manage your duties with confidence.

Are you an executor? Understand your tax liabilities, critical IRS filings (Forms 56, 4810, 5495), and how to protect yourself during estate administration.

08/31/2026

Planning for the future isn’t just smart—it can protect the business you’ve worked so hard to build. A clear succession plan helps keep operations steady, even during unexpected leadership changes. Curious how to safeguard your legacy and prepare for what’s next? Read now.

Protect your business continuity and ensure a smooth leadership transition. Contact Robertson Financial Group in Tucker, GA, for succession planning advice.

08/31/2026

Succession planning helps ensure a smooth transition, protects business continuity, and reduces disruption when key people leave or pass away.

08/28/2026

Got a letter about NYC’s new pied-à-terre tax? It may not mean you owe anything—but it does mean your property is on the city’s radar. Learn why these notices are being sent, what they could mean for second homes, and the steps owners should take next. Read now.

New York City has begun notifying property owners who may be subject to its new pied-à-terre tax. Learn who may be affected and more.

08/27/2026

Did you know your 2026 estimated tax payment may be due soon? If you earn income without enough withholding, the September 15 deadline could help you avoid surprise penalties and keep your tax plan on track. Read now to see who should pay and how to stay ahead.

Prepare for the September 15, 2026 Q3 estimated tax deadline. Learn safe harbor rules, penalties, and how to pay online from Robertson Financial Group.

08/26/2026

Your 50s can make or break your retirement strategy. The smartest moves aren’t just about saving more—they’re about reducing lifetime taxes, boosting flexibility, and avoiding costly mistakes before retirement begins. Find out which key decisions matter most in the decade before you retire. Read now.

Your final decade before retirement is critical. Learn key planning opportunities at ages 50, 55, and 60 and how tax planning can help.

08/25/2026

Donating appreciated stock could help you give more to charity and potentially reduce your taxes — without selling first. It’s a simple strategy many people overlook, and it can make a bigger impact than cash alone. Curious how it works? Read now to find out.

Learn how donating long-term appreciated stock to charity maximizes your tax deduction and eliminates capital gains taxes. Expert tips from our Tucker firm.