Private Wealth Management For Select Individuals
At RITE Financial Group, we understand that retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that are in line with their desired Risk tolerance, that will help create a hedge against outliving their Income, that help avoid uneccessary Taxation, and how rising healthcare costs effect their Estate. Because the majority of our clients are either approaching retirement or are already retired, we are in an advantageous position to approach such challenges with experience and skill.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Here are six flags that may make your tax return prime for an IRS audit.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Good employee health can be great for the company’s bottom line.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Tips on insuring your teen driver.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator may help you estimate how long funds may last given regular withdrawals.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
That big list of dreams and goals isn't the only way to look at your bucket list.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
There are hundreds of ETFs available. Should you invest in them?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
How do the markets usually react to elections? Was the 2016 election any different?
The decision whether to buy or rent a home may have long-term implications.