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Money Management For Modern Life

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Money Management For Modern Life | rtjfinancial.wordpress.com Reviews

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(by RTJ Financial Management)

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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...

2

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...

3

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...

4

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...

5

Money Management For Modern Life | Page 2

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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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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.

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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...

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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.

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Ideal Client - RTJ Financial Management

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Log in / Sign up. Cash Flow and Budgeting. 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. Most important, our clients are fun, interesting people that we enjoy working with. We do our best work when we when we truly like the people we’re working for.

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Our Story - RTJ Financial Management

http://www.rtjfinancial.com/ourstory

Log in / Sign up. Cash Flow and Budgeting. RTJ Financial Management was founded with the idea that there was an alternative to the big brokerage houses with their obsessive focus on the bottom line and the view that their clients were merely account numbers and dollar signs. We don't do investment banking or create the complicated financial products that nearly destroyed the financial system. Our sole purpose is to help our clients become financially successful. RTJ Financial Management, Inc.

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About Us - RTJ Financial Management

http://www.rtjfinancial.com/aboutus

Log in / Sign up. Cash Flow and Budgeting. RTJ Financial Management was founded with the idea that there was an alternative to the brokerage houses. Our ideal client is a successful entrepreneur, freelancer or executive in entertainment and other creative fields. We are most successful when we have a strong view of your financial picture, not simply individual elements. RTJ Financial Management, Inc. 201 Wilshire Blvd.,. Santa Monica, CA 90401. Success, your message was sent. Thanks!

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Estate Planning - RTJ Financial Management

http://www.rtjfinancial.com/estateplanning

Log in / Sign up. Cash Flow and Budgeting. RTJ Financial Management uses creative financial tools to reduce or eliminate estate taxes. We screen, hire and monitor attorneys to implement Wills, Trusts, Health Care Directives and Durable Powers of Attorney, and other estate planning techniques. We regularly review insurance policies and investment accounts to ensure that all beneficiary information is current and reflects our clients’ wishes. We structure clients’ assets to minimize estate-tax exposure.

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Blog List View - RTJ Financial Management

http://www.rtjfinancial.com/blog

Log in / Sign up. Cash Flow and Budgeting. The Truest Sense of Community. Normally, this blog is dedicated to providing information on financial planning. But today's post will simply be my own personal observations on the true measure of a community. On May 23, 2014 my alma mater, UC Santa Barbara was rocked by the senseless murder of six students in Isla Vista. On Thursday, May 29th, more than 11,000 people joined a Facebook group 'Show Our Pride on Thursday' where they posted photos of themselves wear...

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Insurance - RTJ Financial Management

http://www.rtjfinancial.com/insurance

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:. Provide a single-point-of contact for all insurance questions. Prevent gaps in coverage or over/under-coverage. RTJ Financial Management, Inc.

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Robin's Fashion Blog. June 9, 2014. I’m running a contest through my Facebook Fashion Blog! I’m giving away this super stylish Iphone case for the 5 5s Any bloggers interested can like Robin’s Fashion Blog on FB. Send in a fashion pic of something your wearing this week either through messenger or to rweideger@gmail.com I’ll pick a # from the entries on Friday and post the case to the lucky winner! Why not, It’s Free! What are you wearing today? June 7, 2014. What are you wearing today! June 6, 2014.

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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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