Do you have a will? A will enables you to specify who you want to inherit your property and other assets. A will also enables you to name a guardian for your minor children. Do you have healthcare documents in place? Healthcare documents spell out your wishes for...
Click here to read. Click here to watch. Our latest Market Commentary includes the challenges and opportunities presented by early 2Q volatility. New tariffs have had markets reeling, and are likely to continue to do so until global trade policy’s impact on economic...
By T.J. Kistner, CFA, CAIA, Chief Investment Officer at Retirement Plan Advisors, and Alex Gault, CFA, Senior Investment Analyst at Retirement Plan Advisors Download this white paper as a PDF here. When evaluating investment options, one of the most highly scrutinized...
Have you ever taken a close look at paper money? Each U.S. bill has the words “Federal Reserve Note” imprinted across the top. But many individuals may not know why the bill is issued by the Federal Reserve and what role the Federal Reserve plays in the...
To support you and your employees with tax preparations, RPA is pleased to share our 2025 Tax Guide. The guide details deductions (standard, health, education, charity), retirement plan contribution limits, Social Security considerations, and more. Contact your RPA...
