What to expect There’s a moment early in retirement that surprises a lot of people. They wake up, and there’s nowhere to be. No commute. No quick check of the inbox before coffee. Just a quiet morning that’s all yours to enjoy however you wish. At first, that...
Understanding qualified expenses and how to make the most of education savings Some of the biggest challenges many face when it comes to education are financial. Luckily, a 529 college savings plan can help. And they’re not just for college anymore – added...
Click here to read. Click here to watch. Entering the second half of 2026, RPA shares insights on the market trends and economic developments that shaped the second quarter. Our latest commentary explores the themes driving investor sentiment and the factors we’re...
Smart investing means knowing your emotional triggers Information vs. instinct. When it comes to investing, many people believe they have a “knack” for choosing good investments. But what exactly is that “knack” based on? The fact is, the choices we make with our...
What it is, what it costs, and how to pay for it Addressing the potential risks of extended-term care expenses may be one of the biggest financial challenges for individuals who are developing a retirement strategy. Seven in ten people over age 65 can expect to need...
Items to consider and choices to make Few events are more stressful and disruptive than an unexpected job loss or layoff. For many, it’s a hit not just to finances but also to confidence and sense of self. You’re not alone if you’ve been laid off or if the idea is an...
