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
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Five overlooked tax deductions to help manage your tax bill.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Here are 5 reason why you may consider working through retirement.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Beware of these traps that could upend your retirement.
Learn about the latest sport to sweep the nation with this informative article.
This calculator can help determine whether it makes sense to refinance your mortgage.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator can help you estimate how much you should be saving for college.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
It’s never a bad time to speak with your financial professional about changes in your situation.
Around the country, attitudes about retirement are shifting.
Even low inflation rates can pose a threat to investment returns.
Here is a quick history of the Federal Reserve and an overview of what it does.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
When should you take your Social Security benefit?