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Saving for College 101 The Latte Lie and Other Myths It Was the Best of Times, It Was the Worst of Times The Cost of Procrastination

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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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Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.

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Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?

 

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Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

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Estimate your monthly and annual income from various IRA types.

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This calculator shows how inflation over the years has impacted purchasing power.

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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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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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

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There are some key concepts to understand when investing for retirement

Your Cash Flow Statement

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

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There are three things to consider before dipping into retirement savings to pay for college.

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There are a few things to consider when buying or leasing your next vehicle.

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Women must be ready to spend, on average, more years in retirement than men.

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Do you know these three personal finance sayings?

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Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

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