What’s Past is Prologue

What’s Past is Prologue

The title of this article is a quotation of William Shakespeare from his play The Tempest. The phrase means that history sets the context for the present. By knowing what has happened in the past, we can determine appropriate courses of action for the future. Recency bias sometimes gets in the way of using the […]

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What’s Past is Prologue
Don’t Lose Track of your Retirement Accounts!

Don’t Lose Track of your Retirement Accounts!

With everything that goes on in our daily lives, it’s easy to forget about our retirement plan accounts which are setup to automatically help save for the future. Below are a few questions to consider to ensure your retirement accounts are up to date. Have you created personalized login credentials to view your retirement account? […]

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Don’t Lose Track of your Retirement Accounts!
3 Simple, Effective and Free Ways to Monitor Your Credit

3 Simple, Effective and Free Ways to Monitor Your Credit

Today more than ever, it is important to monitor your financial activity and credit reports. Fraudsters are continually finding new ways to steal data and make fraudulent purchases. Thankfully, there’s a few simple – and best of all, free – ways to help keep yourself secure. Leverage Technology Most banks, credit cards and lenders allow […]

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3 Simple, Effective and Free Ways to Monitor Your Credit
Retire or Rewire

Retire or Rewire

Overview Bill Love, of RTD Financial, and Rob Croner, of CCI Consulting, explore the following: Can you afford to stop working? Can you pivot to a new career? How to get in touch with your own financial reality Understanding retirement’s three legged stool The intersection of financial and career planning Taking inventory of your career […]

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Retire or Rewire
Medicare 101 – What to Keep in Mind When Signing Up

Medicare 101 – What to Keep in Mind When Signing Up

Medicare has been around since 1965 and although it has grown topsy-turvy thanks to multiple Congresses, the program can be easily understood once you remove all the distracting information. Usually, once people are on Medicare, they’re left wondering what was all the fuss about? The apparent complexity arises from the alphabet soup of descriptive letters […]

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Medicare 101 – What to Keep in Mind When Signing Up
The RTD Financial Charitable Fund

The RTD Financial Charitable Fund

After formally declaring Corporate Social Responsibility (CSR) as one of our firm’s esteemed Core Values, we decided it was only appropriate to establish a Donor Advised Fund, using a portion of our profits to direct funds to worthy organizations. We established the RTD Financial Charitable Fund to make a meaningful impact in our communities through […]

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The RTD Financial Charitable Fund
Retirement Planning – Beyond the Numbers

Retirement Planning – Beyond the Numbers

As we head into the anniversary of the start of quarantine, many of us are looking forward to life returning to “normal”. We miss seeing friends and family, eating out at restaurants, and of course traveling!  Although planning vacations is half the fun, we’re ready to go from planning to actually taking the vacations! Planning […]

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Retirement Planning – Beyond the Numbers
What is Environmental, Social, and Governance (ESG) Integration?

What is Environmental, Social, and Governance (ESG) Integration?

We are excited to announce the option of incorporating Environmental, Social, and Governance (ESG) focused investments into your existing investment program at RTD.  Investors around the world are increasingly calling for greater alignment between their investments and their values, in conjunction with greater transparency about how and where their money is invested.  This demand is […]

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What is Environmental, Social, and Governance (ESG) Integration?

Active Career Repositioning in Uncertain Times

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Active Career Repositioning in Uncertain Times
GameStonk!

GameStonk!

By now you probably have heard about what has been happening with the trading in GameStop and other highly shorted companies. I missed it, what happened?  Several “professional investors” believed GameStop was a bad investment. As such, they felt the price of its stock would fall as other investors realized it was a bad investment […]

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GameStonk!