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Creating a Killer Budgeting Strategy  

Creating a Killer Budgeting Strategy  

By Matthew Theal, CFP® I’ll be honest with you; traditional budgeting does not work.    It’s way too difficult and meticulous to go through your spending every month. After a while, ...
PRESS RELEASE: Rancho Cucamonga-Based RPA Wealth Management Supports Climb for a Cure

PRESS RELEASE: Rancho Cucamonga-Based RPA Wealth Management Supports Climb for a Cure

Team to take part in fundraiser; firm is an event sponsor. RANCHO CUCAMONGA, Calif.—Oct. 10, 2018—RPA Wealth Management reported today that its team members will participate in the 4th annual ...
Personal Finance Lessons from the Financial Crisis

Personal Finance Lessons from the Financial Crisis

By Matthew Theal, CFP® Ten years ago in late September 2008, I moved to New York City. I was 22 years old and fresh out of college. I moved there ...
Mark Your Calendar: Important Ages for Retirement

Mark Your Calendar: Important Ages for Retirement

As you approach your 50s, you should be mindful of significant retirement milestones that are associated with your age. Below is our guide to the dates and associated rules you ...
What You Need to Know About the New Tax Law

What You Need to Know About the New Tax Law

The Tax Cuts and Jobs Act passed in December 2017 and went into effect for the tax year of 2018. We have had over nine months to study the new ...
Creating Side Income in Retirement

Creating Side Income in Retirement

The one thing we find in common with most of our transitioning retiree clients is that they hate their job. I think it’s mostly burnout or retirementitis (similar to senioritis ...
What to Do with Your Home in Retirement

What to Do with Your Home in Retirement

Did you know that your home is probably your largest retirement asset? If you have spent your working life as a homeowner in Southern California, you probably have built up ...
Answer These 4 Questions Before You Start Trading Stocks

Answer These 4 Questions Before You Start Trading Stocks

Whenever I’m at a party with strangers, the inevitable “What do you do for a living?” question comes up. When I say I’m a financial advisor (or financial planner), the ...
Online Savings Accounts: Get More Interest

Online Savings Accounts: Get More Interest

Have you grown sick and tired of the interest on your savings account amounting to pennies every year? If your answer is “yes,” then you most likely have a savings ...
Optimizing Your 401(k) for Retirement

Optimizing Your 401(k) for Retirement

I always get asked questions like “How should I invest my 401(k)?”     These questions have become the norm over the last five years, as most of my friends and family know that ...