Jody Robinson

Jody Robinson JODY ROBINSON, CFP®
Investment and financial planning. Author of Money Messages Available by appointment. Serving nationwide.

JODY ROBINSON, CFP® brings over a decade of financial services experience to the table to help you with personalized service and solutions for your financial planning and investment needs. Locations to serve your needs in Chicago and Oak Lawn, or via video and phone conference.

A disability could keep you from work and increase costs. How can you protect yourself?
10/07/2026

A disability could keep you from work and increase costs. How can you protect yourself?

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

The U.S. dollar has strengthened significantly over the past year, supported by higher real interest rates and its role ...
10/07/2026

The U.S. dollar has strengthened significantly over the past year, supported by higher real interest rates and its role as a safe haven during periods of uncertainty.

A stronger dollar can benefit consumers and lower the cost of imports, but it can also create headwinds for U.S. exporters and international investments.

For long term investors, currency movements are another reminder of the value of diversification. Holding a balanced mix of domestic and international assets can help investors navigate shifts in currencies, interest rates, and global economic conditions.

The dollar can move quickly.
A balanced portfolio can provide perspective.

Read this week’s to learn more:

An important yet counterintuitive issue for investors is that long-term interest rates have risen despite the Fed’s latest cuts. Why is this happening and how does it impact investor portfolios?

Your debt-to-income ratio is one of the key numbers lenders look at. Find out where you stand and what it might mean for...
10/06/2026

Your debt-to-income ratio is one of the key numbers lenders look at. Find out where you stand and what it might mean for major financial decisions.

Calculate your debt-to-income ratio to understand how lenders may view your financial health.

Many have heard they should avoid probate; do you understand what probate is and how it works?
10/05/2026

Many have heard they should avoid probate; do you understand what probate is and how it works?

Probate can be a completely public process, or it can be managed to include as little information as possible.

Learn about Medicare Advantage and the choices it offers you for health care coverage, prescription drugs, and more.
10/04/2026

Learn about Medicare Advantage and the choices it offers you for health care coverage, prescription drugs, and more.

Overview of Medicare Advantage, what’s in them, special rules, and more.

Test your estate strategy knowledge with this short quiz.
10/03/2026

Test your estate strategy knowledge with this short quiz.

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical....
10/02/2026

Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical. [Learn More Now]

Learn about all the parts of Medicare with this informative and enjoyable article.

Leasing a car? Consider gap insurance to protect against losses that may not be covered by your current policy.
10/01/2026

Leasing a car? Consider gap insurance to protect against losses that may not be covered by your current policy.

If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

What steps might help you sustain and grow your retirement savings? This piece explores them.
09/30/2026

What steps might help you sustain and grow your retirement savings? This piece explores them.

Steps to help you sustain and grow your retirement savings.

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