Climbing rates and climbing oil prices... read more about this challenging quarter in Jeff's newsletter.
View the replay of our "Avoiding Medicare Mistakes in Retirement" webinar with Margo.
SSB Wealth Management, Inc., d/b/a Rembert Pendleton Jackson (“RPJ”)
A Thrift Savings Plan (TSP) is a tax-advantaged defined-contribution retirement plan available to U.S. federal government employees and members of the uniformed
As professionals advance through their careers, there comes a point where most will need to figure out how to afford retirement. This is where retirement income
AI, oh my! We continue to see AI dominate market discussions through the second quarter of this year. The SpaceX IPO alone generated significant buzz. Extending
As we gear up for July 4th celebrations, sweeping changes to the federal student loan program threaten to soak up some of the spotlight. This article serves as
There has been a lot of noise surrounding the new Trump Accounts, so my goal is to explain them as simply as possible while also outlining key trade‑offs and
Ever wonder if you have proper coverage on your home or auto? Curious about umbrella insurance? Marc Bruno, CIC, CRM, reviewed personal insurance essentials
Did you know RPJ also utilizes our planning and portfolio expertise to support non-profit organizations? Les Irby, CFP®, AIF® has been working with non-profits
Geopolitical tensions mount and oil prices rise: while periods like this can feel unsettling in the short term, history shows that markets rebound in the long
Below are a few resources to help protect you and your loved ones against this ever-evolving threat:
One phrase the Director of Virginia Tech’s Financial Planning and Wealth Management program frequently used when discussing client recommendations was, “It
...and what a year it has been! Our latest newsletter covers the last quarter of the ride that was 2025. Read more about the overall resilience of our economic
As we wind down 2025, I think we can all agree that it’s been an interesting year in personal finance. We had a substantial pullback in the markets in the
Click below for a replay of our webinar covering the Donor Advised Fund available through DAFgiving360 - links referenced during the webinar are below!
Webinar
When passed in 2022, the Secure Act 2.0 introduced sweeping reforms to numerous tax issues. On September 16th, 2025, final regulations on the planned
On any given day you can come across a major success story in the markets. An investor managed to get in and out of the market at the perfect time. They bought
What comes to mind when people think of retirement? For most, they are drawn to the financial aspects. Do I have enough? How much can I spend? Who should I
The delicate balancing act of the Federal Reserve continues as outlooks remain favorable for the US economy despite slowing... details in this quarter's
Wishing you joyful journeys both near and far... happy summer from RPJ!
Trade talks and tariffs contribute to turbulent times... read more in our second quarter newsletter written by our brand new Director of Investments, Jeff