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9221 Corbin Ave
suite 110
NORTHRIDGE, CA 91324

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RLB Financial

866-686-8097

 
Bridging the Confidence Gap Tuning Your Social Security Benefit The Cycle of Investing Perception vs. Reality


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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.

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"Building Trust through Education"


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Glad to introduce Gene Wechsler CPA!

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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Helpful Content

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Should I Pay Off Debt or Invest?

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Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.

 

Four Reasons Millennials Need an Estate Strategy

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Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

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Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

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

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This calculator helps estimate your federal estate tax liability.

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Determine your potential long-term care needs and how long your current assets might last.

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Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

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Do you have causes that you want to support with donations?

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The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

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