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RLB Financial created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goal. RLB Financial is a full-service financial consulting firm dedicated to helping our clients build wealth and protect their hard-earned assets.
Our firm is completely independent, so our loyalty belongs exclusively to our clients -- not to a parent company. Our firm works exclusively on fee-based compensation. This approach takes commissions out of the equation and helps ensure that you receive objective advice that fits your particular needs and situation, not some hidden agenda. It also means that we are here for you, ready to offer ongoing financial expertise whenever you need it, whether or not you are ready to invest.
Make sure that you check out our calendar page for upcoming free educational events.
"Building Trust through Education"
Glad to introduce Gene Wechsler CPA!
Our newest working relationship with Gene Wechsler and Wechsler Accountancy is going to bring more exceptional value to our clients. Clients that engage RLB Financial to create a financial plan that gives them the best mathematical chance to achieve their deepest held values and ultimate goals will have the certification of tax efficiency from one of the most respected CPA’s. Ongoing client relationships will benefit from Gene’s unique knowledge of tax planning. For more information about Gene and his credentials, please visit our strategist page at: https://www.rlbfinancial.com/team
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
The federal government requires deceased individuals to file a final income tax return.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Determine your potential long-term care needs and how long your current assets might last.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate your monthly and annual income from various IRA types.
This calculator helps estimate your federal estate tax liability.
Estimate how much of your Social Security benefit may be considered taxable.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The market is as unpredictable as the weather. We’d love to help you prepare.
There are three things to consider before dipping into retirement savings to pay for college.
There are hundreds of ETFs available. Should you invest in them?
Here are five facts about Social Security that might surprise you.
Here’s a quick guide to checking to see if you have unclaimed money.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.