4 Things That Are Probably Weighing Heavy on Your Mind

Posted by RAA
On October 4, 2022

Chief Investment Officer, Andy Stout examines the 4 things that are probably on your mind as market volatility continues. First, a few words about stocks. We understand that 2022’s market selloff is stressful and emotionally challenging. You might even feel at times that your financial goals are in jeopardy. But remember, we’ve overcome every […]

RAA’S JODEE DEUTSCH ANSWERS THE 6 MOST IMPORTANT INSURANCE QUESTIONS FOR WOMEN

Posted by RAA
On October 4, 2022

While having the appropriate coverage is an important piece of your overall financial plan, we also understand that insurance comes with a lot of questions. We’ve asked Jodee Deutsch, RAA’s Director of Insurance, to cover the most important insurance questions that women have. An expert in the field, Jodee liaises between RAA’s advisors and clients, […]

TIPS FOR WEATHERING HIGH INFLATION

Posted by RAA
On August 18, 2022

In our May eCom, you might remember we began a series of articles on the topic of behavioral finance, discussing how certain biases can influence your financial decisions. One of the biases mentioned is loss aversion bias, which is the tendency for humans to perceive a loss as being more severe than the benefits experienced […]

THREE ESTATE PLANNING REMINDERS FOR WOMEN

Posted by RAA
On August 18, 2022

When it comes to a list of the top 10 things that you like to spend your time doing, reviewing your estate plan probably isn’t one of them. But while it might not be high on your list, it’s extremely important. Regardless of what’s happening in the market or latest news headlines, protecting yourself, your […]

4 DIFFERENT PEOPLE YOU NEED TO HAVE AT YOUR FINANCIAL PLANNING TABLE (AND WHY!)

Posted by RAA
On April 22, 2022

When it comes to developing a financial plan, it’s important that you have the right expertise on your side. While it may seem easier for some to handle things on their own, having the right people sitting at your “financial planning table” can ensure that all angles of your economic picture are covered. The financial […]

TAX LAW CHANGES FOR THE 2021 TAX SEASON

Posted by Kristi Cherry, CPA®
On February 18, 2021

It has obviously been a very unique time in all aspects of life, including tax law changes. The future of many tax laws in place due to the Tax Cuts and Jobs Act of 2017, The Secure Act, and The CARES Act remain unknown at this time as a new administration takes over this month. But, as of right […]

4 KEY PLANNING TIPS FOR WOMEN

Posted by Michelle Yates, CPRS™, BFA™, CDFA®️
On January 21, 2021

Much has changed in our world over the last three decades. But what hasn’t, is that men still typically die first.1 While somber, the silver lining to this is when I meet—usually one-on-one for the first time—with the surviving half of a couple, and she leaves my office knowing that the plan they’d implemented and […]

MONEY-SAVING TAX TIPS THAT YOU CAN FEEL GOOD ABOUT

Posted by RAA
On December 2, 2020

Despite the uncertainty in our world and the media, your financial situation never stands still and it’s important to remain proactive. With that in mind, there are things you can do that save you money and, if you’re able, allow you to support a cause you find meaningful. Here are some tips that may help you lower your tax burden and participate in charitable giving.

END OF THE YEAR FINANCIAL CHECK-UP

Posted by Kat Schraeder, CFP®
On November 19, 2020

With all of the changes occurring this year, an often-overlooked area that may need rejuvenation is your financial health. The end of the year is the perfect time to reevaluate your financial situation and ensure you have all of your major financial bases covered to start the new year off right. The checklist below will […]

OVERCOMING THE ‘INVESTING GAP’ FOR WOMEN

Posted by RAA
On November 9, 2020

Take a moment and think of the women in your life. Yourself? Your mother? Your sister? Your partner or wife? And if you were to ask each how they feel about investing, what do you think they’d say? We came across some eye-opening statistics: According to a 2018 Fidelity survey, only 29% of women view themselves […]