Why Financial Planners Remain Essential in the Age of Financial Apps

Why Financial Planners Remain Essential in the Age of Financial Apps

In a society dominated by cutting-edge technology and innumerable financial apps promising to simplify our lives, the role of a traditional financial planner may seem obsolete to some. However, as we navigate the complex landscape of personal finance, the human touch provided by a skilled financial planner remains indispensable. Here are several reasons why individuals […]

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Why Financial Planners Remain Essential in the Age of Financial Apps

RTD Financial Earns CEFEX Advisor Recognition

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RTD Financial Earns CEFEX Advisor Recognition
Teaching Kids Financial Concepts for a Brighter Future

Teaching Kids Financial Concepts for a Brighter Future

By instilling an understanding of money, budgeting, and investing early on, you can equip your children with vital skills that will serve them well throughout their lives. In this blog post, we will explore the positive aspects of teaching kids financial concepts and how it fosters a solid foundation for their future financial well-being. Building […]

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Teaching Kids Financial Concepts for a Brighter Future

RTD Financial Named to CNBC’s Financial Advisor Top 100

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RTD Financial Named to CNBC’s Financial Advisor Top 100
What to Do If You’ve Been Hacked

What to Do If You’ve Been Hacked

In our increasingly digital world, we must continually prepare for the threat of cyberattacks and hacking incidents. RTD has and will continue to send our resources and tips to stay secure online and protect your digital footprint; however, these tips simply help to mitigate the risk and cannot completely eliminate it. It can be stressful […]

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What to Do If You’ve Been Hacked
Mind the Gap

Mind the Gap

Mind the Gap The phrase “Mind the Gap” was first introduced in 1968 on the London Underground in the United Kingdom.  It is an audible or visual warning phrase issued to rail passengers to take caution while crossing the spatial gap between the train doorway and the station platform edge.  The warning is meant to […]

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Mind the Gap
The Importance of Saving Early in the Era of Longevity

The Importance of Saving Early in the Era of Longevity

In today’s world, the average human lifespan has increased significantly. Thanks to advancements in healthcare and improved living conditions, people are living longer, healthier lives. While this is undoubtedly a positive development, it also poses unique challenges, particularly in terms of financial planning and retirement savings. As individuals now need their assets to last longer, […]

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The Importance of Saving Early in the Era of Longevity
How do 529 plans work?

How do 529 plans work?

As the cost of education continues to rise, many families are looking for ways to save money for their children’s college education. One popular option is a 529 plan. What is a 529 plan? A 529 plan is a tax-advantaged investment account that is designed to help families save for their children’s education. The name […]

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How do 529 plans work?
Key Highlights of SECURE Act 2.0

Key Highlights of SECURE Act 2.0

As you may know, the Setting Every Community Up for Retirement Enhancement Act 2.0 or “SECURE Act 2.0” was passed by Congress and signed into law by President Biden on December 29, 2022. This law builds on the original SECURE Act that was passed and signed into law back on December 20, 2019. The legislation […]

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Key Highlights of SECURE Act 2.0
Automatic Enrollment in Retirement Plans Increased During a Turbulent 2022

Automatic Enrollment in Retirement Plans Increased During a Turbulent 2022

During a year of market volatility, increased inflation, and fear of recession, automatic enrollment 401(k) and 403(b) plans continue to get participants on track to save for retirement. John Iekel, a Senior Writer with the American Retirement Association, summarized findings from the T.Rowe Price 2023 Reference Point Annual Benchmarking Report.  He reports that in 2022, […]

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Automatic Enrollment in Retirement Plans Increased During a Turbulent 2022