Experience the RPI Difference
RPI focuses on helping people who are going through transitions. Through our personal approach of identifying your future needs and providing direction on your financial plans, we are able to give you the reassurance and financial guidance you need to help survive your transition financially. At RPI, you are our client, not your money.
Click Below to Watch Our Tax Webinar Video
Gun Ownership and Your Homeowners Policy
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
The uncertainties we face in retirement can erode our sense of confidence.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Gaining a better understanding of municipal bonds makes more sense than ever.
What does the Tax Reform and Jobs Act mean for you?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares the financial impact of leasing versus buying an automobile.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Are you ready for retirement? Here are five words you should consider.
Learn how to harness the power of compound interest for your investments.
Understanding the cycle of investing may help you avoid easy pitfalls.
Here’s a quick guide to checking to see if you have unclaimed money.
Around the country, attitudes about retirement are shifting.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate