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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

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

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