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additional resources
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Social Security Medicare the Department of Labor irs Yahoo! Finance
other useful downloads
10 conversations We Wish couples Would Have Before They Come to See Us
A checklist of important conversations for couples.
It's all about the money... right?
"The shell of all things you can get for money. But not the kernel. That cannot be had for money.”
rpa Blog Articles
Blog
Asset Allocation, Financial Planning, Investment Selection, Market Volatility, Risk Management, Risk Tolerance, Economy, Economic Cycles, Recession
Asset Allocation, Financial Planning, Investment Selection, Market Volatility, Risk Management, Risk Tolerance, Economy, Economic Cycles, Recession
Economic indicators are both useful and unreliable at the same time. They are, as an old friend of mine used to say, “...a relatively accurate predictor of something that’s already happened.”
“But if your goal is about figuring out what drives you, what motivates you, what inspires you, what is the purpose for this money – that’s what I want to do. That’s purpose driven.”
401(k), Department of Labor, Education Policy Stmt., Employee Education, Fiduciary, Investment Policy Stmt., Investment Selection, Plan Design, Plan Fees, Plan Sponsor, Portfolio Diversification, Risk Tolerance, Risk Management, Small Business
401(k), Department of Labor, Education Policy Stmt., Employee Education, Fiduciary, Investment Policy Stmt., Investment Selection, Plan Design, Plan Fees, Plan Sponsor, Portfolio Diversification, Risk Tolerance, Risk Management, Small Business
No two businesses are exactly alike. (We know, we know: that observation has been marketed to a slow, inevitable death in the Valley of Clichés.) But the fact remains: different businesses have different needs, especially when it comes to their 401(k)s.
“What are ‘unrecovered contributions’?” “How many exemptions can I claim?” “The dog ate my 1099."
The Tax Cuts and Jobs Act has lowered income tax rates across nearly all tax brackets, and this lower tax withholding translates to slightly bigger paychecks for most folks
President Trump has signed the Tax Cuts and Jobs Act into law. So what does it mean for you? Some provisions of the law—like lower tax withholding—will likely be noticeable to you before you file your 2017 taxes.
It’s that special time of the year, as we gather together with loved ones around hearth and table… shoring up our budgets and looking for possible tax deductions on our 2017 tax returns. Truly a magical season.
Are changes on the way for your 401(k)? With Capitol Hill and political pundits’ radio shows abuzz with talk of tax reform and what exactly said reform entails, there has been much speculation...
Tips on safeguarding your personal information in the wake of the Equifax breach.
Make the decision that you want to be in control of your affairs. There are a lot of pointers you can incorporate into your financial health, but here are a few we think you should keep front of mind!