Thank you to all who attended our "Mastering Medicare" webinar hosted by Margo Steinlage Kreider! We hope you gained more insight on this important program for
My friends, it’s that time of year again. As we wrap up 2024, and look around the corner at the New Year, the folks at the IRS have re-set the annual limits
Rate cuts: read what they mean for the economy and your portfolio in our latest Quarterly Newsletter below...
Buying a car can be a significant financial undertaking. Back in college, I was headed home for the holidays when my drive took an unexpected and unfortunate
We experience it every year... the lull of sweet summertime. Finances aren't always top of mind with children home from school and vacations in full swing. We
Today, it has never been easier to find content on personal finance. With social media’s ever-growing popularity and influence amongst the youth, social media
As comprehensive financial planners, we at RPJ are constantly reviewing portfolios and tracking our client’s Net Worth. In the last few years, we have seen
We were lucky to have Marjorie Brown from McGinn and Company interview Don to learn more about his role as a thought-leader within our industry. Please join us
One of the Roth IRA’s biggest benefits is tax-free withdrawal of money in retirement. When I bring this up to clients and friends, many know about this
Markets are up and an election year is upon us... read more about the current interest rate environment and discover a surprising statistic in our Q1 newsletter
According to WalletHub, 84% of the US adult population owned at least one credit card in 2022. So, the magic question is… What makes this product so popular
With a bit of commentary on US debt, our latest newsletter covers the upswing a strong end of 2023 allowed markets. Read more on various sector performance
My friends, it’s that time of year again. Fall is in the air, daylight savings has ended, and the folks at the IRS have reviewed inflation numbers and have re
Creating good saving habits as a young professional is an essential yet often overlooked step towards attaining long-term financial security. For most
There are about one million things to figure out when you’re expecting: daycare, healthcare, selfcare… it can be challenging mix of anxiety and excitement.
For this post I will share my decision making process where life meets money for the Roper family in summer 2023. My wife Laura and I are big believers in
What can the top 10 largest companies of the past tell us about the future? Read our latest newsletter to see that although market factors may change, the
Last month our blog covered the Secure 2.0 Act with a focus on Americans near or in retirement. However, Secure 2.0 also has some important changes that will
You may remember the Secure Act was signed into law back in 2019 by former President Donald Trump. Building off this legislation, the Secure 2.0 Act was signed
As we reflect back on market performance over 2022, we are ever encouraged to remain steady in a balanced portfolio through whatever 2023 may bring.
Read
This past weekend I had the humbling experience to compete in the 2022 City Tour Championship at Sea Island, Georgia. My partner, Jared, and I competed against
For many years we’ve had the benefit of very low inflation, so cost-wise 2022 was tough on all of us. The flip side to seeing such high inflation is that the
These days we all might need a reminder of the good, the bad, and the ugly that may come along with rising interest rates. Read our latest newsletter for more
Hearing the words "recession" and "inflation" a little too much for your liking? Read our latest Quarterly Newsletter for guidance on why these hot button
Lately, I’ve had quite a few clients contact me with questions on the I-Bond. What exactly is an I-Bond and why is it gaining such popularity? The current
Retirement looks different to everyone, but one commonality is financial independence and the ability to enjoy post-work life. The keys to success start many