It’s that time of year again – tax time. RPA invites you to use our annual Tax Guide, designed to help you prepare filings and finalize financial plans. Contact your RPA Financial Advisor with any...
Resolve to save more this year! 457(b), 403(b), and Thrift Savings Plans The contribution limit for employees who participate in a 457(b) plan, 403(b) plan, or the federal government’s Thrift Savings Plan is $23,000 in 2024 (up from $22,500 in 2023). Catch-Up...
The annual award celebrates recipients’ contributions to the firm’s culture, values, and service. Each year Cambridge Investment Research, Inc. (CIR) recognizes financial professionals and home office associates who exemplify the firm’s core values – integrity,...
Considerations for protecting your wealth, estate, and legacy. If you have children, as they move out of the household, financial priorities become more focused on preparing for retirement. At this stage, you may be at the height of your earning power and fast...
Household medical expenses can add up quickly. Are you preparing accordingly? In a 2022 Employee Benefit Research Institute (EBRI) survey, 35% of all workers reported they were either “not too” or “not at all” confident that they would have enough money to pay for...
