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Small Business Owners and Protecting Against Risk

Small Business Owners and Protecting Against Risk

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
The Basics of Social Security

The Basics of Social Security

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.
How to Retire at 50

How to Retire at 50

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
Should I Move from Southern California to Nevada When I Retire?

Should I Move from Southern California to Nevada When I Retire?

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?”
New Year’s Resolutions: 5 Steps Toward Financial Well-Being

New Year’s Resolutions: 5 Steps Toward Financial Well-Being

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
Can I Fund My Retirement by Selling My Business?

Can I Fund My Retirement by Selling My Business?

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
RPA Gift Guide—Wife Edition

RPA Gift Guide—Wife Edition

By the RPA Wealth Management Team Last Friday we published the first-ever RPA Wealth Management gift guide. It was so popular that we decided that the wives of RPA needed
The RPA Holiday Gift Guide

The RPA Holiday Gift Guide

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 very first ever RPA
Year-End Tax Saving Strategies

Year-End Tax Saving Strategies

By Matthew Theal, CFP® As the year winds to a close, we thought it would be beneficial to take a look at some strategies you can implement right now that
Different Volatility, Same Advice: 6 Tips for Weathering Market Drops

Different Volatility, Same Advice: 6 Tips for Weathering Market Drops

By Matthew Theal, CFP® October, as is usually the case historically, was a rough month for stock markets across the world. The S&P 500 declined a little over 9% at

RPA Wealth Management is a financial planning firm whose aim is simple: to provide you and your family with financial peace and security. We'll construct an individualized retirement plan to help you achieve your goals and lead a worry-free retirement.

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