Use this handy reference tool as you plan your financial year. As you set your annual financial goals and plans, RPA invites you to review and save a copy of our 2023 Tax Guide. Contact your RPA Financial Advisor to discuss your personal financial considerations and...
What can you contribute 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 $22,500 in 2023 (up from $20,500 in 2022). Catch-Up...
Remember to factor in, for example, business ventures and extended travel. Most retirement savings portfolios are constructed based on an individual’s investment objective, risk tolerance, and time horizon. Using these inputs and sophisticated portfolio-optimization...
Where the market stands, and what may lie ahead. Check out our latest market summary to get RPA’s perspective on the bear market we all find ourselves in.
Partner with a financial professional to plan for inevitable market volatility. When the market drops, some investors lose perspective that downtrends and uptrends are part of the investing cycle. When stock prices break lower, it’s a good time to review common terms...
American households with credit card balances carry an average debt of $8,602.¹ The wise use of credit is a critical skill in today’s world. Used unwisely, credit can rapidly turn from a useful tool to a crippling burden. There are a number of warning signs that you...
