"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"
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
Helpful Content
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
Retirement Is a Beginning
Key questions to answer when you are considering retirement.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
The Threat of Identity Theft
An article informing readers about the threats of Identity Theft.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
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Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Roth 401(k) vs. Traditional 401(k)
Compare Roth and traditional 401(k) options to see which may work better for your situation.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
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The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
Saving for College 101
Here's a crash course on saving for college.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.