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Discover 5 Strategies You Can Use Now to Lower Your Taxes
Taxpayers and retirement-focused investors have plenty to be concerned about over the next few years. Economic uncertainty, high...
May 306 min read
11


Prepare for These Retirement Realities
What does it take to live your best life in retirement? How much happier will you be when you retire? Most of us have pretty high hopes...
May 64 min read
41


Creating Multigenerational Wealth: Strategies For Each Generation
How often do you discuss family wealth and inheritance? If you’re like most, it’s probably not a topic of conversation.1 This could be...
Apr 104 min read
78


Tariffs & Your Finances
What are tariffs? Tariffs are taxes or duties imposed by a government on imported goods. While historically used as a source of revenue...
Mar 242 min read
106


Investing – Just like an easy day at the beach.
During my recent beach vacation, I was reminded of the importance of staying calm amidst market fluctuations. A few of the days I was...
Sep 19, 20242 min read
291


Running Toward Financial Purpose
Having now completed 5 marathons and numerous half-marathons, one thing I learned was to fix my mind on what I wanted to accomplish. If...
Aug 23, 20243 min read
316


Should I Have a Financial Advisor on My Team?
Hiring a financial advisor is a big decision. One not to be taken lightly. If you are contemplating the possibility, consider the...
Apr 18, 20242 min read
448


4 Benefits of a ROTH IRA
A Roth IRA is a type of individual retirement account that’s funded with after-tax money. Roths, as they are commonly referred to offer...
Feb 29, 20242 min read
492


Do I need a Financial Advisor on My Team?
Perhaps fewer things in life are understood less than the work that is performed by a financial advisor. This is, no doubt, due to the...
Nov 2, 20232 min read
501


3 Strategies for Handling Volatile Markets
Periods of volatility in the market can be unsettling for investors. A dip in the market can spark anxiety, fuel uncertainty, and trigger...
Aug 18, 20232 min read
591


Do you Make Financial Decisions in a Vacuum as a Business Owner?
There is nothing more unsettling for a small business owner than trying to make decisions in a vacuum. To realize something needs to be...
Jun 6, 20233 min read
625


Purposeful Investing for the Small Business Owner
One of the issues we address regularly at R&R Financial Advisors is the issue of direction, or more pointedly, the lack of direction!...
Jun 6, 20232 min read
626


4 Traits to Look for in a Trusted Advisor
From family and friends to business partnerships, the foundation of any long-lasting relationship is trust. In his book, The Trusted...
May 16, 20232 min read
672


4 Discussions Young Medical Professionals should be having with their Advisor
Working with a financial advisor involves more than figuring out the right allocation between stocks and bonds in your portfolio. There...
Nov 10, 20222 min read
834


4 More Investment Tips for Young Medical Professionals
Successful investing depends on choosing the right allocations for your portfolio, but equally important are the habits that support...
Nov 8, 20223 min read
826


4 Investment Tips for Young Medical Professionals
Successful investing depends on choosing the right allocations for your portfolio, but equally important is having the right attitudes...
Nov 3, 20223 min read
846


5 Budgeting Principles for Young Medical Professionals
Simply put, a budget is a plan of how you intend to spend your money based on your unique set of values, goals, and aspirations. A budget...
Nov 1, 20223 min read
826


6 Wealth-building habits for young medical professionals
Set Goals. Goal setting, which is the art of beginning with the end in mind, is vital to pursuing and achieving financial success. Goals...
Oct 25, 20223 min read
658


4 Reasons a Young Medical Professional Should be Using a Financial Advisor
A common question people ask is whether they should use a Financial Advisor to assist in the development of a financial plan and the...
Sep 1, 20223 min read
652


3 Considerations for Making Solid Financial Decisions
The best financial decisions are never made in a vacuum. They are made in a context. In fact, they are made in a context that includes...
Aug 25, 20222 min read
498


How to Create Wholeness in Your Financial Picture
Discover and implement your unique “money vision.” A “money vision” is like a map. It tells the story of your life. It captures where...
Aug 18, 20222 min read
497


3 Considerations to Help Create Confidence in your Financial Future
What does caffeine, kids, and your financial future have in common? Perhaps several things, but for sure, each of them can keep you up at...
Aug 11, 20222 min read
471


3 Keys to Keep your Portfolio Running Efficiently
Efficiency is to a portfolio what training is to an athlete. It enhances the performance, it expands the opportunities, and eliminates...
Aug 4, 20223 min read
485


Do you Make Financial Decisions in a Vacuum?
There is nothing more unsettling than trying to make decisions in a vacuum. To realize something needs to be done and to not have the...
Jul 28, 20223 min read
481
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