RPA Articles
Building a Solid Financial Foundation
When you read about money matters, you may see the phrase “getting your financial house in order.” What exactly does that mean?
RPA’s 2Q25 Market Commentary is Available
The U.S. consumer remains strong, supporting growth. And, trade policy shifts, geopolitical risks, and inflation could fuel further volatility.
Inventorying Your Possessions
It’s great to have insurance against damage and loss, but if you can’t show proof of your possessions, it may result in a protracted settlement process with your insurance company.
Don’t Be Your Own Worst Enemy
We all have emotions and biases that affect our decision-making. The innate wiring built to survive pre-modern times can be counterproductive in our modern world, especially when it comes to investing.
College Savings
College is expensive. Fortunately, there are savings options which you might consider for higher education expenses—your own, or those of children and grandchildren.
Estate Management Checklist
A checklist for estate management, including wills, beneficiary forms, letters of instruction and other critical documents.