Life Insurance
Protect the People You Love With Life Insurance
Long Term Care Insurance
Identify your dream. Build on it. Protect it.
Retirement
What Is a Self-Employed Retirement Plan?
What Is a 401(k) Plan?
What Is a Roth IRA?
Retirement Planning
Charity Can Begin with the Gift of Life Insurance
April
HOT TOPIC: High-Frequency Indicators: Where to Look for Signs of Recovery
A Financial Wellness Plan Can Help Pave the Road to Retirement
All-in-One Funds: Targeting Time or Risk?
Working While Receiving Social Security Benefits
Your Business: Reasons to Keep Personal and Business Finances Separate
March
HOT TOPIC: GameStop, Reddit, and Market Mania: What Happened?
Key Retirement and Tax Numbers for 2021
Is Your Home Office Also a Tax Shelter?
February
HOT TOPIC: Pandemic Relief Measures and Your Tax Return
Sequence Risk: Preparing to Retire in a Down Market
Watch Out for These Financial Pitfalls in the New Year
New Fed Policy Suggests Low Rates for the Long Term
When You Can’t Speak for Yourself
Big Data for Smaller Players
January
HOT TOPIC: Revisiting the 4% Rule
Five Tips to Regain Your Retirement Savings Focus in 2021
Money Market Funds in a Low Rate Environment
Prepare Your Finances for the Next Emergency
Gift vs. Inheritance: Consider the Tax Difference
Take Advantage of Deductions for Business Investments
December
HOT TOPIC: How COVID-19 Has Changed Consumer Behavior and the Future of Retail
Should You Pay Off Student Loans Early or Save More for Retirement?
Full House: Adult Children Coming Home
Your Business: Could You Benefit from a Roth Conversion in 2020?
November
Five Investment Tasks to Tackle by Year-End
Three Questions to Consider During Open Enrollment
Your Estate: Have You Looked at These Legal Documents Lately?
Four Steps to Rebuilding Your Business
October
Accumulating Funds for Short-Term Goals
Business Cycle Basics: Recessions Begin and End Before We Know It
September
HOT TOPIC: The Bull Is Back... Will It Keep Charging?
Could You Be Responsible for Your Parents’ Nursing Home Bills?
Survivor Benefits Provide a Financial Lifeline
Student Loan Stress? These Plans Might Help
Why Family Businesses Should Have Succession Plans
August
HOT TOPIC: College Disrupted: Students Face High Costs and Pandemic Impact
Debit or Credit? Pick a Card
Consider a Roth Conversion for Tax-Free Income
Turbulent Times: Bear Markets Come and Go
Crisis Relief: Financial Lifelines for Affected Workers
June
HOT TOPIC: Think Twice Before Speculating on a COVID-19 Cure
Managing Your Workplace Retirement Plan
Will vs. Trust: Know the Difference
Why You Might Need Disability Income Insurance
SECURE Act Changes That Matter to Small Employers
May
Keeping Cool: Investment Strategy vs. Reaction
Social Security May Offer a Lifetime of Protection
The Cost of Family Caregiving
Three Life Insurance Strategies for Small Businesses
Telemedicine: The Virtual Doctor Will See You Now
NYL Calculators
Annuity Tax Advantages
Current Retirement Savings
Spending Habits
Savings in Retirement
Burial and Final Expenses
Annual Percentage Rate (APR)
Tax Deferral
Annuity Value
Student Loans
Savings Goals
Risk Tolerance
576 Broad Hollow RoadMelville, NY 11747 Map and Directions
Phone: (631)391-2966 Fax: (631)391-5864
drew@rsafinancialgroup.com
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