At R Group Financial Marketing Inc., we understand that retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs.
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Here are some simple and inexpensive energy-saving tips that may help you save money.
The true cost of raising a child may be far more than you expect.
There are four very good reasons to start investing. Do you know what they are?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
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.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
With alternative investments, it’s critical to sort through the complexity.
Understanding the cycle of investing may help you avoid easy pitfalls.
Women must be ready to spend, on average, more years in retirement than men.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Here’s a crash course on saving for college.
Agent Jane Bond is on the case, cracking the code on bonds.