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
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Top New Digital Tools for Small Businesses
Apps that help small business owners better manage and grow their business.
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
A few strategies that may help you prepare for the cost of higher education.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Assess whether you are running “in the black” or “in the red” each month.
This calculator can help you estimate how much you should be saving for college.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator can help you estimate how much you may need to save for retirement.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
It's easy to let investments accumulate like old receipts in a junk drawer.
Estate conservation is too important to put off. Do you have a smart exit strategy?
You’ve made investments your whole life. Work with us to help make the most of them.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Learn how to harness the power of compound interest for your investments.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.