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What You Need to Know About the New Tax Law
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  • September 14, 2018

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 law, and we thought it was time to share how it is going to affect the majority of hardworking, everyday Americans.

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  • Under : Advice , Plan

Answer These 4 Questions Before You Start Trading Stocks
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  • August 3, 2018

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 next question is always “What’s a good stock I should buy?” Or, “Do you like Tesla and Netflix stock?”

These questions are great, but I’m not in the stock tip business. Instead, I like asking my new acquaintances some personal finance questions to see if it even makes sense for them to invest in individual stocks.

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  • Under : Advice

Online Savings Accounts: Get More Interest
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  • July 20, 2018

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 account with an old-school traditional bank like Chase, Bank of America, or Wells Fargo. There, savings accounts have been paying interest at a rate of 0.01% to 0.05% since the financial crisis of 2008.

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  • Under : Advice , Plan

Optimizing Your 401(k) for Retirement
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  • July 13, 2018

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 I’m a financial planner who helps people prepare for retirement. 

I decided it would be best to detail the most critical ingredients in building a killer 401(k) portfolio.   

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  • Under : Advice , Retirement

Managing the Risk of Your Retirement: Top Retirement Planning Mistakes
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  • June 29, 2018

As you approach your late 50s and early 60s, the reality sets in that in the next 10 years you will be retiring. You’re scared and nervous. But you know the clock is ticking, and it’s time to leap into retirement.

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  • Under : Advice , Retirement

How to Pay for College If Your Child Can’t Qualify for Financial Aid
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  • June 22, 2018

As a parent, it’s a proud moment when your child gets accepted into college. You’ve watched your child work hard throughout high school, and now they’ve been rewarded with admission to an expensive private university!

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  • Under : Advice

6 Ways to Protect Your Small Business from Disaster
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  • June 15, 2018

Most entrepreneurs start a business to get away from the 9-to-5 grind of a corporation. Your early focus is on survival as you try to generate as much revenue as possible. Hopefully, at the end of the year, your business is profitable enough that you can take home an income similar to or more significant than what you were making at your corporate job.

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  • Under : Advice , Plan

Financial Checklist for New Parents: How to Safeguard Your Child’s Future
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  • June 7, 2018

So you’re a new parent, and in between naptimes and playtimes, you’re feeling the responsibility that comes with parenthood. You want to make sure your child’s future is taken care of, but just how do you do it?

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  • Under : Advice , Plan

How to Hire a Financial Advisor
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  • May 23, 2018

Given the complexity of today’s economy and retirement system, more Americans than ever are looking to hire financial advisors for guidance on their most pressing financial issues. The hard part for many people is figuring out how to find an advisor to engage.

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  • Under : Advice

Inheritance and Financial Freedom: How to Manage Your Windfall
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  • May 2, 2018

Inheriting money can bring mixed emotions. On the one hand, you most likely lost a loved one. On the other hand, your new financial windfall could help you accomplish your goals. Here are six steps to managing your inheritance so you can make it work toward your long-term dreams.

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  • Under : Advice

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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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