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18 Years Worth of Days Bridging the Confidence Gap Tuning Your Social Security Benefit Saving for College 101

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"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"


RLB Financial BBB Business Review

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

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Variable Universal Life Insurance

Variable Universal Life Insurance

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There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

Understanding the Alternate Valuation Date

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How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

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The item most homeowners forget on their home improvement project checklist is insurance.

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Understanding how a stock works is key to understanding your investments.

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Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

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This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

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This calculator will help determine whether you should invest funds or pay down debt.

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This calculator can help you estimate how much you should be saving for college.

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Assess how many days you'll work to pay your federal tax liability.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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There are some smart strategies that may help you pursue your investment objectives

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Principles that can help create a portfolio designed to pursue investment goals.

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What are your options for investing in emerging markets?

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

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What does your home really cost?

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Taking your Social Security benefits at the right time may help maximize your benefit.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Saving for College 101

Here’s a crash course on saving for college.

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