The Setting Every Community Up for Retirement Enhancement (SECURE) Act will affect many retirement plans ranging from employer-sponsored ones like 401(k)s to individual retirement accounts (IRAs).
By the RPA Wealth Management Team As we approach the holidays, we decided to take a pause on the financial topics and instead roll out the second edition of our RPA holiday
By Matthew Theal, CFP® Southern California is a great area to live in when you are working and raising a family. We have excellent schools, major metro centers (Los Angeles
By Matthew Theal, CFP® According to the Census Bureau’s annual survey, companies with 100 employees or fewer make up 98.2 percent of all businesses in the United States. This statistic
By Matthew Theal, CFP® For most people, Social Security will serve as the backbone of their retirement, making up most (if not all) of their guaranteed income.
By Matthew Theal, CFP® The number one reason our clients give for wanting to retire is freedom. No more getting up early. No more pointless meetings. No more being yelled
By Matthew Theal, CFP® As our clients get ready to retire, one of the common questions we receive is “Should I move out of California?”
It’s a new year, and that means new resolutions. Like many people, you may have made financial well-being one of your resolutions for 2019, but how do you go about
A recent survey found that 72% of all small businesses do not have a succession plan in place! This means there are lots of business owners with no plan as