RPA Articles
Does Your Beneficiary Know They’re Your Beneficiary?
Have you ever told your beneficiary that they’re your beneficiary? If not, now is the time. Don’t wait until it’s too late to have the conversation.
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.