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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, […]
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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 […]
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5 IMPORTANT TYPES OF INSURANCE AND WHAT THEY COVER

  • Posted by Sally Jilek, CLTC®
  • On April 24, 2019
As financial planners, the RAA team spends a lot of time thinking about and preparing to help our clients with the unknowns in life. What happens if the Fed raises rates? What happens if a client develops a chronic medical condition, or becomes disabled and isn’t able to work? By thinking about and planning for […]
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ABOUT US

Our expertise in the industry allows us to assist you with the important decisions you will make before and after retirement. Our professionals have the experience and resources to help you create and implement a disciplined financial plan.