TIPS FOR REDUCING YOUR TAX BILL
With spring comes the anticipation of warmer weather and flowers in bloom. Unfortunately, spring also finds a lot of us scrambling to answer two important questions: How do …
SEVEN KEY ROLES AND RESPONSIBILITIES OF A TRUSTEE
As the title suggests, the job of a trustee requires a person to perform certain duties in a way that is honest, ethical, and trustworthy.While a designated trustee …
2018 TAX UPDATES
RAA has expanded our services to include tax return preparation and tax planning, and as a result, I am very happy to join the RAA team to help …
THREE SMALL CHANGES TO MAKE YOU A BETTER INVESTOR
There was a time when making wise investment decisions was a much less complicated process. You stashed away some money in your 401(k) and maybe invested in CDs …
THE RIGHT WAY TO SET A BUDGET
The holiday season and the approach of a new year often bring about resolutions to make improvements in our daily lives – healthy eating, spending more time with …
THINGS YOU CAN CONTROL IN YOUR FINANCIAL PLAN
Just as a successful flight includes many complex and moving parts, an effective financial plan requires several considerations. When approaching the construction of a financial plan, you will …