Couples Combining Finances

Couples Combining Finances

Joining finances represents a critical juncture for financial decision making that has a lasting impact on a couple’s future financial position and impacts the future stress and tension money can have on a relationship. Here are considerations for couples combining finances . Sharing a Macro Perspective (Seeing the Same Big Picture): Money. It’s one of […]

Read More »
A Roadmap Through the Presidential Election Uncertainty

A Roadmap Through the Presidential Election Uncertainty

As we move ever closer to November 3rd, the 2020 presidential election is once again shaping up to be a polarizing event for our country. To top it off, the impacts of COVID-19 bring new challenges regarding the voting process and its integrity, due in part to an election that will involve the widespread use […]

Read More »
Impact Investing

Impact Investing

It’s not necessary to do extraordinary things to get extraordinary results.” – Warren Buffett Since RTD’s founding in 1983, we have been inspired over the years by the generous passion of so many individuals and corporations who have been striving to make this a world a better place, not just for today but for generations to […]

Read More »
Western Stars Inspiration

Western Stars Inspiration

Anyone who knows me knows how much music is a part of my everyday life.  I especially enjoy live concerts and prefer smaller venues over stadiums.  I listen to a variety of genres depending on the mood I’m in or one I want to elevate to.  I was struggling with a topic for this blog […]

Read More »
Spring Cleaning for Financial Documents

Spring Cleaning for Financial Documents

Before you clear off your dining room table, putting away those tax documents, take this opportunity to organize your financial records. Whether you prefer a tabbed binder or a digital folder, taking the time to pull together and annually update your financial information will be beneficial in the long run. Not only will it make […]

Read More »
If All Your Friends Jumped Off a Bridge, Would You?

If All Your Friends Jumped Off a Bridge, Would You?

The recent market volatility has brought the subject of behavioral finance back into focus.  There are biases inherent in the human mind that affect a person’s ability to make sound decisions, whether they are related to an investment portfolio or everyday life.  Over the coming quarters, I’ll be looking at a number of these biases […]

Read More »

Clarification on 2020 IRA RMD Changes

Read More »

Important Tax Update

Read More »

CARES Act Provisions

Read More »

Market Update Town Hall Webinar Recording

Read More »