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The Blog

Using Credit Cards as Part of Your Financial Plan

Posted by Michael Kane on Jun 16, 2017 2:29:17 PM


Pew Research, the U.S. Census Bureau, and the American Bankers Association have all released studies in recent years about the proliferation of credit card use in the United States.

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Topics: Financial Planning

Online Security - Protect Your Identity, Personal Information, and Financial Information

Posted by Rutledge Gordon on Jun 9, 2017 3:37:09 PM


The rapid advancement of internet technologies over the past two decades has enabled us to do everything from banking and shopping, to collaborating and socializing online. 

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Topics: Financial Planning

5 Easy Ways to Save on Your Monthly Bills

Posted by Michael Kane on Jun 2, 2017 3:03:48 PM


When planning for and during retirement, it’s important to avoid unnecessary spending as much as possible. One way to do this is by trimming excess costs from your current monthly bill payments, which can add up to a considerable annual savings in some cases.

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Topics: Financial Planning

Using Trusts to Manage the Distribution of Your Estate

Posted by Michael Kane on May 26, 2017 12:45:59 PM


When tailored to the unique needs of your family, trusts are one of the best ways to protect and execute the plans you’ve made on behalf of your beneficiaries.

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Topics: Estate Planning

Factors That Affect Your Risk Tolerance

Posted by Brad Bridgewater on May 12, 2017 4:39:57 PM


Investing at any stage of life involves some inherent risk. At RAA, we strive to help our clients understand their tolerance for risk and ways to address it effectively in a sustainable, long-term investment and retirement strategy.

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Topics: Financial Planning

Five Things Your Advisor Wishes You Knew

Posted by Michael Kane on May 5, 2017 4:44:15 PM


The relationship with your financial advisor is one of the most important business connections of your adult life. 

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Topics: Financial Planning

5 Common Misconceptions About Estate Planning

Posted by Brad Bridgewater on Apr 21, 2017 2:52:12 PM


Most of us know someone who has been affected by the death of a loved one who didn’t leave a plan for his or her wishes. These situations are very difficult, and can inflict real emotional and financial damage on families.

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Topics: Estate Planning

Why You Should Introduce Your Financial Advisor to Your Adult Children

Posted by Michael Kane on Apr 7, 2017 2:05:24 PM


It can be difficult for people who have not been educated about money management to quickly learn how to do so responsibly after inheriting an estate.

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Topics: Financial Planning

Divorce and Your New Financial Outlook

Posted by Brad Bridgewater on Mar 31, 2017 1:35:37 PM


Divorce can be one of life’s most painful and difficult events. Not only is the process emotionally challenging and deeply personal, but it can also wreak havoc on your finances.

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Topics: Financial Planning

The Opportunity Cost of Doing Nothing with Your Financial Plan

Posted by Brad Bridgewater on Mar 17, 2017 2:38:43 PM


Opportunity cost is defined as “the loss of potential gain from other alternatives when one alternative is chosen.”

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Topics: Financial Planning