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.
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Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
There are ways to improve your physical fitness without denting your fiscal fitness.
Retirees traveling abroad need to know that their health insurance travels with them.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator helps estimate your federal estate tax liability.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
A special needs trust helps care for a special needs child when you’re gone.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
What are your options for investing in emerging markets?
All about how missing the best market days (or the worst!) might affect your portfolio.