I Have Been Named Estate Executor

I Have Been Named Estate Executor

RTD has been helping clients and their families for over 35 years.  “I was named estate executor, what should I do?” is a question we received more than once.  Ideally, you were notified well in advance, had conversations, established an inventory of assets and liabilities, obtained copies of key documents, and learned the exact location […]

Read More »
I Have Been Named Estate Executor
9.62% Risk-Free Return? Is that Possible?

9.62% Risk-Free Return? Is that Possible?

With stocks and bonds declining in value during the first half of the year due to a myriad of concerns (not the least of which has been the highest inflation rate in nearly 40 years), I Bonds have caught the eye of investors due to their high current interest rate.  However, with anything that receives […]

Read More »
9.62% Risk-Free Return? Is that Possible?
A Retirement Coach’s 10 Questions to Ask

A Retirement Coach’s 10 Questions to Ask

Retirement is one of the most common goals for people across all careers and can be one of the most significant milestones in our lives. However, retiring entails so much more than picking a date on the calendar to stop working. It’s an entire life overhaul that requires years of thought and planning in order […]

Read More »
A Retirement Coach’s 10 Questions to Ask

Employer Retirement Plan Team On the Road

Read More »
Employer Retirement Plan Team On the Road
Making Lemonade from Lemons

Making Lemonade from Lemons

Tax loss harvesting is a powerful and valuable investment technique that can provide significant tax savings for investors and make the best of a market downturn. During economic slowdowns and recessions when losses are more prevalent, we typically see most individual investors hold onto their losses because they are afraid to “sell down,” waiting and […]

Read More »
Making Lemonade from Lemons
Eight Tips for a Solid Financial Foundation

Eight Tips for a Solid Financial Foundation

Shift the paradigm. Remove the mindset of “I make this amount, I spend this amount, and whatever is leftover I may get around to saving.”  Focus on your life goals and make this shift: “I make this amount, I need to save this amount for my life goals, and I will spend what’s leftover (my […]

Read More »
Eight Tips for a Solid Financial Foundation
Bank on It: How to Avoid Moving Backwards by Standing Still

Bank on It: How to Avoid Moving Backwards by Standing Still

For both personal households and non-profit or for-profit organizations, the pandemic period of the past two years has brought great uncertainty as to its impact on respective income streams.  The result for many has been a shift to the maximum safety of cash, money markets and similar vehicles, essentially leaving large amounts of assets sitting […]

Read More »
Bank on It: How to Avoid Moving Backwards by Standing Still

RTD Financial Named to List of Nation’s Top DC Advisor Teams

Read More »
RTD Financial Named to List of Nation’s Top DC Advisor Teams
Celebrating Women’s History Month

Celebrating Women’s History Month

March is Women’s History Month, a month set aside to honor women’s contributions in American history. As we celebrate this month and throughout the year, we invite you to join us as we recognize and learn more about the women who have shaped our industry and our firm. Christina Alvarez, FPQP™ Director of Client Services […]

Read More »
Celebrating Women’s History Month
Know When an LLC Won’t Protect You

Know When an LLC Won’t Protect You

Every investor and business owner should understand the concept of “piercing the corporate veil,” because in this instance, ignorance could be costly. When a company is established via a limited liability company (LLC) or incorporated as a C corporation or an S corporation, a distinct legal entity is created. Many of us are familiar with […]

Read More »
Know When an LLC Won’t Protect You