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The Power of Compound Interest | Retirement Planning Advisors, Inc.
http://www.rpafinancialcoach.com/resource-center/money/the-power-of-compound-interest
The Power of Compound Interest. Learn how to harness the power of compound interest for your investments. What Our Kids Can Teach us About Saving Money. Would you guess that Millennials are effectively saving for retirement? Well, they are. The Lowdown on Those Free Credit Scores. What’s the deal with your yearly free credit report? Your Cash Flow Statement. A presentation about managing money: using it, saving it, and even getting credit. Have A Question About This Topic? 16700 Valley View Avenue.
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Team | Retirement Planning Advisors, Inc.
http://www.rpafinancialcoach.com/team
At Retirement Planning Advisors, Inc, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. We can help you address:. Investing principles and strategies. Retirement investing and distribution strategies. We also can answer your questions, including:. Can I retire early? Are my investments working hard enough? What’s a good approach for college savings? What are the elements of a sound estate strategy? Click to read more. Securities and I...
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Tools | Retirement Planning Advisors, Inc.
http://www.rpafinancialcoach.com/tools
Our glossary of terms has more than 200 entries that explain various financial concepts, ideas, and strategies. Scroll through and find the information you need. Our tax center was designed to help you access the resources you may need to prepare for the upcoming tax season. Click on the link to find tax tools and information. Our collection of 40 calculators is a great starting point if you have a question or concern about your personal finances. Click on a calculator to begin. 16700 Valley View Avenue.
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Getting a Head Start on College Savings | Retirement Planning Advisors, Inc.
http://www.rpafinancialcoach.com/resource-center/investment/getting-a-head-start-on-college-savings
Getting a Head Start on College Savings. The US. Department of Agriculture estimates a middle-income family with a child born in 2015 can expect to spend about $275,000 to raise that child to the age of 17.¹ That’s roughly equal to the median value of a new home in the U.S.². And if you’ve already traded that super-charged convertible dream for a minivan, you can expect your little one’s college education to cost as much as $336,132.³. Source: The College Board, 2015. As a parent, you teach your children...
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Tax | Retirement Planning Advisors, Inc.
http://www.rpafinancialcoach.com/resource-center/tax
Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts. Will You Pay the AMT? Despite recent tax-law changes, many Americans are expected to pay the AMT this year. Learn more about taxes, tax-favored investing, and tax strategies. Making Your Tax Bracket Work.
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Our Mission
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At our firm, we have the client—and only the client—in mind. Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. We understand the challenges families face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.
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Investment | Retirement Planning Advisors, Inc.
http://www.rpafinancialcoach.com/resource-center/investment
Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors. The Rule of 72. Do you know how long it may take for your investments to double in value? 5 Smart Investing Strategies. There ...
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Glossary | Retirement Planning Advisors, Inc.
http://www.rpafinancialcoach.com/tools/glossary
A method of exchanging insurance-related assets without triggering a taxable event. Cash-value life insurance policies and annuity contracts are two products that may qualify for a 1035 exchange. A 403(b) plan is similar to a 401(k). A 403(b) is a qualified retirement plan available to employees of non-profit and government organizations. A mortgage with an interest rate that is adjusted periodically based on an index. Adjustable-rate mortgages generally have lower initial interest rates than fixed-r...
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Retirement | Retirement Planning Advisors, Inc.
http://www.rpafinancialcoach.com/resource-center/retirement
Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources. The Power of Tax-Deferred Growth. Why are 401(k) plans, annuities, and IRAs so popular? Retiring the 4% Rule. What's So Great About a Rollover? Experiencing negat...
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