"Building Trust through Education"
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"
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Being healthy not only makes you feel good, it may also help you financially.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Understanding the economy's cycles can help put current business conditions in better perspective.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Estimate how much you have the potential to earn during your working years.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how much of your Social Security benefit may be considered taxable.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
$1 million in a diversified portfolio could help finance part of your retirement.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
There are hundreds of ETFs available. Should you invest in them?
What is your plan for health care during retirement?
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
If you died, what would happen to your email archives, social profiles and online accounts?