Casey Robinson, CFP

Casey Robinson, CFP

Managing Director - Wealth Planning, Waldron Private Wealth

Casey Robinson is the Managing Director of Wealth Planning at Waldron Private Wealth, a boutique wealth management firm located just outside Pittsburgh. He focuses on simplifying the complexities of wealth for a select group of individuals, families and family offices. Robinson has extensive experience assisting multi-generational families with estate planning strategies, integrating trusts, tax planning and risk management.

Phone: 412.221.8043
E-mail: CRobinson@WaldronPW.com
www.waldronprivatewealth.com

How to Stay Flexible in Saving for Your Child's Future
college

How to Stay Flexible in Saving for Your Child's Future

The college experience and career world are changing, offering parents and students alike new options to make it work.
January 3, 2020
Year-End Financial Checklist to Prevent Tax Penalties and Missed Planning Opportunities
retirement

Year-End Financial Checklist to Prevent Tax Penalties and Missed Planning Opportunities

Several significant tax and savings deadlines are fast approaching. Before you flip your calendar to December, consider making some of these smart mon…
November 14, 2019
Financial Strategies Many Married Same-Sex Couples Overlook
retirement

Financial Strategies Many Married Same-Sex Couples Overlook

From Social Security to estate planning and tax breaks, take a look at a roundup of the rich benefits that marriage can afford.
September 30, 2019
What's an Alpha Manager and Why Do I Need One?
retirement

What's an Alpha Manager and Why Do I Need One?

You've probably heard of an alpha wolf, but what about an alpha manager? This is the kind of financial adviser that everyone planning an estate should…
August 26, 2019
The Bank of Mom and Pop: The Benefits Afforded by Intrafamily Lending
loans

The Bank of Mom and Pop: The Benefits Afforded by Intrafamily Lending

Sometimes skipping the costs and hassles of commercial bank loans can make perfect sense, saving the borrower some money and helping the lender with t…
July 3, 2019
How the Tax Cuts and Jobs Act Will Impact Tax Planning in 2019 and Beyond
tax planning

How the Tax Cuts and Jobs Act Will Impact Tax Planning in 2019 and Beyond

Most taxpayers, as they get started on their 2018 taxes, are only now really grasping the effects of the 2017 law. Moving forward, there are opportuni…
March 11, 2019
Financial Tips You Can Learn from Millennials (Yes, Really)
retirement

Financial Tips You Can Learn from Millennials (Yes, Really)

Each generation seems to think the one that follows doesn't know what they're doing, but baby boomers who fail to recognize millennials' strengths cou…
January 25, 2019
The Trouble with Joint Bank Accounts 'Just in Case'
inheritance

The Trouble with Joint Bank Accounts 'Just in Case'

Setting up joint accounts between parents and children may seem like an effective way to prepare in case of emergency or if people need help with fina…
December 5, 2018
Where Do You Fall Along the Wealth Continuum?
retirement

Where Do You Fall Along the Wealth Continuum?

Depending on how much money you have, you likely fit into one of three wealth categories. Each has its own special financial planning needs, and it's …
December 4, 2018
How Codicils Can Simplify Updating Your Will as Life Evolves
retirement

How Codicils Can Simplify Updating Your Will as Life Evolves

Writing a will is probably not something you want to do more than once. So, if things have changed since you finished the process, and you don't want …
October 23, 2018
A Guide to the Softer Side of Estate Planning
retirement

A Guide to the Softer Side of Estate Planning

Once you've written your will, pat yourself on the back. Then get back to work to spell out your wishes on what could be far more important than how y…
September 17, 2018
College Savings 101: Arguments Against 529 Plans and Alternatives That Might Work Better
529 college savings plan theme with textbooks and piggy bank and green chalkboard background
college

College Savings 101: Arguments Against 529 Plans and Alternatives That Might Work Better

Before you pump money into a 529 College Savings Plan, make sure you have three important boxes checked. And even after you check those boxes, you mig…
August 20, 2018
Why Wealthy Kids Don't Just Have It All Made in the Shade
retirement

Why Wealthy Kids Don't Just Have It All Made in the Shade

To set your children up for success, money isn't the only factor. Parents have some major money lessons to teach, or they risk a rocky wealth transfer…
July 24, 2018
How to Avoid Being Robbed Blind After You Die
retirement

How to Avoid Being Robbed Blind After You Die

Complex estates require multiple layers of protection, but even estates that aren't very complicated can be protected by using these four best practic…
July 16, 2018
What Type of Trust Solution is Best for You?
retirement

What Type of Trust Solution is Best for You?

A trust is a valuable tool to leave a legacy and plan for taxes, but only if you set it up so that it works just as you intended. Unfortunately, peopl…
April 30, 2018
8 Reasons Why Your Estate Plan May Now Be Worthless
retirement

8 Reasons Why Your Estate Plan May Now Be Worthless

Most people hate reviewing their estate plans, and I can’t say I blame them.
March 20, 2018
8 Signs Your Estate Plan May Be Worthless
retirement

8 Signs Your Estate Plan May Be Worthless

If it's been a few years since you completed your estate plan, chances are your documents could need some serious updating. Here are some key areas of…
March 15, 2018