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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: http://www.rlbfinancial.com/team
Insuring Your Business Against Cyber Liability
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Protection Against Uninsured Drivers
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Is your estate in order? This short quiz may help you assess your overall strategy.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
It's important to understand how inflation is reported and how it can affect investments.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Assess whether you are running “in the black” or “in the red” each month.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator helps estimate your federal estate tax liability.
This calculator demonstrates the power of compound interest.
This calculator shows how inflation over the years has impacted purchasing power.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
There are a few things to consider when buying or leasing your next vehicle.
What does your home really cost?
A special needs trust helps care for a special needs child when you’re gone.
$1 million in a diversified portfolio could help finance part of your retirement.
How do the markets usually react to elections? Was the 2016 election any different?
When do you need a will? The answer is easy: Right Now.