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We specialize in helping busy, successful entrepreneurs, freelancers and executives in entertainment and creative fields achieve financial success.

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CONTACTS AT RTJFINANCIAL.COM

RTJ FINANCIAL MANAGEMENT INC.

Jupille, Rob

201 Wilsh●●●●●●●●●Sgte. 309

Sant●●●●nica , CA, 90401

US

1.31●●●●3370
rj●●●●●●@rtjfinancial.com

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RTJ FINANCIAL MANAGEMENT INC.

Jupille, Rob

201 Wilsh●●●●●●●●●Sgte. 309

Sant●●●●nica , CA, 90401

US

1.31●●●●3370
rj●●●●●●@rtjfinancial.com

View this contact

RTJ FINANCIAL MANAGEMENT INC.

Jupille, Rob

201 Wilsh●●●●●●●●●Sgte. 309

Sant●●●●nica , CA, 90401

US

1.31●●●●3370
rj●●●●●●@rtjfinancial.com

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Home - RTJ Financial Management | rtjfinancial.com Reviews

https://rtjfinancial.com

We specialize in helping busy, successful entrepreneurs, freelancers and executives in entertainment and creative fields achieve financial success.

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1

Our Approach - RTJ Financial Management

http://www.rtjfinancial.com/ourapproach

Log in / Sign up. Cash Flow and Budgeting. We are most successful when we have a strong view of your entire financial picture, not simply individual elements. Each piece of the financial plan must work in harmony with the others in order for you to achieve your financial goals. Long term-solutions often require short-term honesty. We demand honesty from our clients and pride ourselves in being totally honest with them as well. While we always strive to have fun with our clients, we are unafraid t...

2

Investments - RTJ Financial Management

http://www.rtjfinancial.com/investments

Log in / Sign up. Cash Flow and Budgeting. One item drives RTJ’s investment advice: What is important about money to our clients. All investment decisions combine our clients’ vision with sound investment advice and expertise. We review all investments (even those which are not managed by RTJ) to ensure they meet your needs. We make investment recommendations based on the client’s overall objectives and their risk tolerance. We monitor investments monthly and notify clients if adjustments are necessary.

3

Risk Assessment - RTJ Financial Management

http://www.rtjfinancial.com/risk-assessment

4

Our Expertise - RTJ Financial Management

http://www.rtjfinancial.com/ourexpertise

Log in / Sign up. Cash Flow and Budgeting. Insurance is an integral part of your financial success. The problem is that often insurance policies are sold to benefit the agent, not necessarily you the client. As a result we review all the insurance policies our clients have. Once we understand what you have and what you need to achieve your financial goals we can. RTJ Financial Management uses creative financial tools to reduce or eliminate estate taxes. RTJ Financial Management, Inc.

5

Press - RTJ Financial Management

http://www.rtjfinancial.com/press

Log in / Sign up. Cash Flow and Budgeting. RTJ Financial Management, Inc. 201 Wilshire Blvd.,. Santa Monica, CA 90401. Success, your message was sent. Thanks! Sorry, we failed to send your message!

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Consulting – Matthew A. Gilbert, MBA

http://www.matthewagilbert.com/consulting

As a consultant I create corporate training materials. For onsite presentation and online delivery; develop websites and WordPress blogs; and provide expert witness opinion for lawsuits involving social media. I have also produced marketing materials; developed websites with PHP and HTML; and directed public relations efforts Below are some businesses, individuals, and organizations for whom I have consulted. Comedian, actor, musician, and television/film producer. Bruce McLucas, MD. Rebranded the user i...

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Have You Considered Charitable Giving? | Money Management For Modern Life

https://rtjfinancial.wordpress.com/2011/11/15/have-you-considered-charitable-giving-4

Money Management For Modern Life. Skip to primary content. About RTJ Financial Management. Have You Considered Charitable Giving? November 15, 2011. Charitable remainder trusts (CRTs). Often, people are hesitant to sell appreciated assets and reinvest the proceeds because of the capital gains taxes that could result from the sale. Well, a CRT might just provide a solution. How do they work? Charitable lead trusts (CLTs). At the end of the trust term, your heirs receive the assets within the trust. Yo...

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Understanding Your 401(k) Plan’s Costs | Money Management For Modern Life

https://rtjfinancial.wordpress.com/2011/05/27/understanding-your-401k-plans-costs

Money Management For Modern Life. Skip to primary content. About RTJ Financial Management. Understanding Your 401(k) Plan’s Costs. May 27, 2011. Why 401(k) Fees are Important. The level of fees can vary from one plan to another, depending on how the plan is structured. A difference of even 1% per year, seemingly a nominal amount, can make a tremendous difference in how much an employee has available for retirement. Ending Value @ .5%. Ending Value @ 1.5%. 25,000 $314,000 $227,000. These funds, while conv...

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Seasonal Weight Gain | Money Management For Modern Life

https://rtjfinancial.wordpress.com/2012/11/15/seasonal-weight-gain

Money Management For Modern Life. Skip to primary content. About RTJ Financial Management. November 15, 2012. The holidays are upon us yet again, a time of year filled with friends, family, celebrations and an abundance of food. The end result? The average American will gain approximately eight pounds between now and New Year’s Day. So how do we prevent added financial weight on our credit cards? Establish a separate savings account specifically designated for holiday expenses. If you are an employee, ha...

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Take Advantage of the Homebuyer Credit Before It Expires | Money Management For Modern Life

https://rtjfinancial.wordpress.com/2010/03/25/take-advantage-of-the-homebuyer-credit-before-it-expires

Money Management For Modern Life. Skip to primary content. About RTJ Financial Management. Take Advantage of the Homebuyer Credit Before It Expires. March 25, 2010. In an attempt to jump start the real estate market, Congress passed the Worker, Homeownership, and Business Assistance Act of 2009, which was extended earlier this year. Here are some highlights of the legislation as it stands now:. A first time home buyer tax credit of up to $8,000. A repeat home buyer tax credit of up to $6,500. You can’t c...

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Money Management For Modern Life | Page 2

https://rtjfinancial.wordpress.com/page/2

Money Management For Modern Life. Skip to primary content. Skip to secondary content. About RTJ Financial Management. Newer posts →. Does Money Bring Happiness? April 21, 2009. The financial news has been decidedly grim for the better part of the last 18 months. Many people have seen their wealth, both actual and perceived diminish substantially over that time frame. Most psychologists and sociologists will tell you that happiness derives primarily from social interaction. Century, but on average,. Spend...

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RTJ Financial Management | Money Management For Modern Life

https://rtjfinancial.wordpress.com/author/rtjfinancial

Money Management For Modern Life. Skip to primary content. Skip to secondary content. About RTJ Financial Management. Author Archives: RTJ Financial Management. About RTJ Financial Management. November 15, 2012. The holidays are upon us yet again, a time of year filled with friends, family, celebrations and an abundance of food. The end result? The average American will gain approximately eight pounds between now and New Year’s Day. So how do we prevent added financial weight on our credit cards? Establi...

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Home - RTJ Financial Management

Log in / Sign up. Cash Flow and Budgeting. Click here for your FREE Portfolio Risk Assessment. RTJ Financial Management is a fee-only financial planning and wealth management firm. Our ideal client is a successful entrepreneur, freelancer or executive in entertainment and other creative fields. They don’t want an advisor in a three piece suit, behind a mahogany desk, telling them what to do. They prefer a fun, collaborative advisor that understands their point of view. RTJ Financial Management, Inc.

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Money Management For Modern Life

Money Management For Modern Life. Skip to primary content. Skip to secondary content. About RTJ Financial Management. November 15, 2012. The holidays are upon us yet again, a time of year filled with friends, family, celebrations and an abundance of food. The end result? The average American will gain approximately eight pounds between now and New Year’s Day. So how do we prevent added financial weight on our credit cards? Establish a separate savings account specifically designated for holiday expenses.

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