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The Blog

How to Avoid Holiday Scams

Posted by Brad Bridgewater on Dec 8, 2017 3:24:12 PM


“The most wonderful time of the year” is here, inviting us to spend time with friends and family, to travel, and to reflect on the memories and events of the past year. Unfortunately, it’s also a time when consumers are more vulnerable to scams that try to take advantage of their holiday spirit.

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Topics: Financial Planning

Creating an Effective Budget

Posted by Michael Kane on Nov 17, 2017 3:28:38 PM


Have you ever taken a look at the year-to-date total on your pay stub and wondered where all the money went? If so, you’re not alone.

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Topics: Financial Planning

How the Cost of Living Impacts Your Retirement Savings

Posted by Michael Kane on Jul 7, 2017 2:44:55 PM


Cost of living is defined as the “average cost of the basic necessities of life.” These include expenses like food, housing, utilities, health care, and transportation.

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Topics: Financial Planning

Investing: Expectations vs. Reality

Posted by Brad Bridgewater on Jun 26, 2017 4:56:54 PM


A quick Google search of the phrase “Dow Jones Industrial Average history” yields endless versions of one of the most iconic, and misleading, graphs in modern finance.

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Topics: Financial Planning

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