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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.
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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
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Estimate how much of your Social Security benefit may be considered taxable.
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Estimate your monthly and annual income from various IRA types.
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Use this calculator to assess the potential benefits of a home mortgage deduction.
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Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
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Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
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The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
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The average retirement lasts for 18 years. Are you prepared to fill that many days?
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Surprises
Making the most of surprises is a great reason to work with us.
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What are your options for investing in emerging markets?