Where to Begin When Saving for Your Child or Grandchild’s Education

Where to Begin When Saving for Your Child or Grandchild’s Education

As financial planners when one of us announces they’re expecting a baby congratulations are often followed by, “so when are you opening a 529 educational savings account?” College education is a big decision that we all have different takes on. Some people want to fully cover costs for their children, while others envision for it […]

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Where to Begin When Saving for Your Child or Grandchild’s Education
5 Ways to Stay Secure Online

5 Ways to Stay Secure Online

The world is becoming more and more digital where we have access to just about any information at the touch of our fingers. Think about how many times you pick up your phone or laptop on a daily basis and all the information that is stored on it – personal documents and information, account numbers, […]

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5 Ways to Stay Secure Online
Webinar: Maximizing the Post-Tax Value of your Inheritance Following the SECURE Act

Webinar: Maximizing the Post-Tax Value of your Inheritance Following the SECURE Act

Overview Rachel Moran and Brent Zackon discuss changes in the distribution of IRAs inherited by non-spouse beneficiaries following the SECURE Act and present a case study designed to demonstrate the impact of utilizing Roth Conversions to increase a beneficiaries’ post-tax inheritance. Watch this webinar if you’re interested in learning about the following: The impact of […]

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Webinar: Maximizing the Post-Tax Value of your Inheritance Following the SECURE Act
Health Insurance Coverage for Young Adults

Health Insurance Coverage for Young Adults

Are you or your child getting close to needing your own health insurance? Unsure of where to start? It’s normal to feel overwhelmed during the process of getting health insurance for the first time. There are ways to alleviate the stress and educate yourself in order to decide what health insurance plan is right for […]

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Health Insurance Coverage for Young Adults
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
Webinar: Retire or Rewire

Webinar: Retire or Rewire

Overview Bill Love, of RTD Financial, and Rob Croner, of CCI Consulting, explore the following: How to get in touch with your own financial reality (02:56) Can you afford to stop working? Can you pivot to a new career? (06:11) How to sustain assets for the years to come (08:22) Finding your identity in retirement […]

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Webinar: 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