Experience the RPI Difference
RPI specializes in 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 survive your transition financially. At RPI, you are our client, not your money.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
The true cost of raising a child may be far more than you expect.
It's important to understand the pros and cons when considering a prepaid debit card.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Estimate the total cost in today's dollars of various mortgage alternatives.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
With alternative investments, it’s critical to sort through the complexity.
Smart investors take the time to separate emotion from fact.
When do you need a will? The answer is easy: Right Now.
What are your options for investing in emerging markets?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.