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The Blog

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

5 Ways to Avoid Identity Theft at Tax Time

Posted by Michael Kane on Mar 13, 2017 5:05:00 PM


It is a great time of year to revisit your financial and investment plans as you prepare to file your annual tax returns. Unfortunately, it’s also a time of year in which identity thieves target unsuspecting taxpayers.

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Topics: Financial Planning

On the Arrival: Thinking About Retirement Well Before Retirement

Posted by Jeffrey Baumert on Mar 3, 2017 2:23:32 PM


You’ve worked hard and logged tens of thousands of hours transiting the globe. Along the way, you’ve deftly handled a handful of minor emergencies, and perhaps even one or two that left your knees weak.

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Topics: Financial Planning

10 Key Responsibilities of an Executor

Posted by Michael Kane on Feb 24, 2017 2:53:21 PM


Being chosen as the executor of an estate is both an honor and an enormous responsibility.

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Topics: Estate Planning

Paying Off Debt Versus Investing

Posted by Brad Bridgewater on Feb 17, 2017 1:59:47 PM


A common question faced by many of our clients at this time of year is whether it is better to take lump sums such as tax refunds and bonuses to pay off debt or invest for the future. The answer depends on your individual circumstances, but following are some considerations that can help you make a decision that’s right for you.

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Topics: Financial Planning