About to reach early retirement and realize - "Whoops, I've forgotten to plan?" We help pre-early retirees take advantage of late-career opportunities that can make all the difference. Give us a call today!
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RPGPlanner
@RPGplanner
Fee-only Financial Planning Firm
RPGPlanner’s Tweets
It's that time of year again - Time to choose a health insurance plan! Don't let these 7 Myths of High-Deductible Health Plans and HSAs lead you to spend more than you need to. bit.ly/32Gk1Wh
Have an accountant who does your taxes? You might think you don't need an advisor to help with tax planning. BEWARE - accountants can advise you on minimizing taxes now, financial planners can help you understand what approach is likely to protect more of your wealth long-term.
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Wondering what to do with your money in 2023? Download our free e-book now! bit.ly/RPGBooklet
#financialplanning #financialadvice #rpgplanner
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What does "a life well-lived" mean? Sometimes the best way to spend your hard-earned dollars differs from what your neighbor would do. That's why our financial advice is personalized. We help you create your dream life, not someone else's.
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Cash flow planning is usually discussed in business terms, but did you know your family needs cash-flow planning, too? RPG can help you secure your family's finances for whatever comes your way. Call us today! bit.ly/rpgscheduling
The mid-career years are SO BUSY! Juggling kids, activities, career, and all the "life building" that goes on during these years can leave you feeling like there's no extra time for financial planning. Set up a call today for some guidance. bit.ly/rpgscheduling
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What's the secret to winning when the odds are stacked against you? "Controlling the controllable." Knowing the difference between what's "out of your hands" and what you can influence makes all the difference. Foreshadowing from 2018: bit.ly/rpgcontrollabl
Consumers commit a lot of cheap fouls when it comes to purchasing unnecessary insurance. Are you wasting money on insurance you don't really need? bit.ly/UnnecessaryIns
#insuranceplanning #insurance #finances #rpgplanner
Our clients aren't just investors, they are stewards of their #familyfinances. These folks understand that small decisions make a big difference, and their good choices can echo through generations.
#MedicareOpenEnrollment can be confusing! Should you change plans? Stay with the same plan? And you've only got until Dec. 7 to figure it all out. Here's an easy way to choose the right plan for you. bit.ly/RPGOpenEnrollm
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Insurance is a critical piece of any financial plan, & having the right insurance products can protect you from expenses that can quickly eliminate years of savings. We don't sell insurance, but we can advise you on what products you need to protect yourself.
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Think you should wait until you have years of career experience and a hefty chunk of money in the bank to seek financial advice? No! The earlier you begin financial planning, the better your chance of meeting and EXCEEDING your long-term goals.
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Want to optimize your income, be intentional with your time, and make smart investment decisions that align with your family values? Get started right now by downloading our complimentary ebook today! bit.ly/RPGBooklet
#finance #financetips #finances
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The #FlywheelEffect™ is our proprietary process of helping make your financial life more simple & secure. A key tenet of our philosophy is that decisions made in non-investment areas of finance greatly impact your family's overall #financialhealth, security & wealth building.
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Working parents can learn a lot from the backpacking community when it comes to financial planning! Here's why: bit.ly/LayeringLifeIn
#lifeinsurance #backpacking #financialtips
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Just getting started with investing? Here's what our investment advisors would tell you to do... bit.ly/BeginnerInvest
#investments #investingadvice #rpgplanner
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Our #financialplanning process helps your family optimize income, be intentional with your time, and make smart #investment decisions that align with your family values. Get started right now by downloading our complimentary ebook today! bit.ly/RPGBooklet
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Want to feel like you're on top of the world with your spouse? Financial planning can strengthen your bond with your partner. Communication and a shared vision for the future are the building blocks of a great partnership - in love and in finances! bit.ly/RPGDifference
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FAQ: How often will I receive statements about my #investments?
You will receive monthly statements from the custodian and consolidated quarterly reports from RPG which show all of your investments in one place.
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We assume (sometimes incorrectly) that a mortgage is "good debt," which can lead to poor decision making when applying for a mortgage. Here are a few of the common "mortgage myths" people often believe. Are you making these same mistakes? bit.ly/RPGMortgageMyt
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Financial freedom isn't found in windfalls. It's created by consistent, small actions made over time, each decision building on the next. We call this The Flywheel Effect. #financialfreedom #flywheeleffect #financialplanner #rpgplanner
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"Together, we travel a journey from uncertainty to confidence. And, because I only deliver advice – not products – I am free to be more proactive and responsive to client needs." - Founder and Principal John Howard, CPA, JD, CFP®, ChSNC #financialplanner #financialadvice
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FAQ: Is RPG a stockbroker? No. As a fiduciary, by law, we are required to work in our client’s best interest. Brokers are compensated based on the securities they sell, and any advice they provide is not required to be in the client’s best interest. #stockbroker #financialadvisor
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RPG is a #NoJudgmentZone. Wherever you are in life, we can set a plan in place to create a brighter #FinancialFuture. Give us a call today to get started and let us #knowyoubetter! bit.ly/RPGContactUs
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You may have heard of the #assetallocation formula "100 minus your age" to determine what percentage of your portfolio should be placed in higher-risk vehicles versus safer options. Here's how we balance risk + age when investing for our clients.
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FAQ: Who will I be working with at RPG? You'll work with a dedicated team of two advisors and a client service specialist as an RPG client. Your advisors will be hand-picked to best suit your needs, stage of life, and career.
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At other firms, #financialplanning can be quite stiff. At RPG, we provide a totally different financial planning experience. We get to know you and your family, and we work with you on a personal level to help you build a great life for your family. Give us a call today.
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FAQ: How do your fees compare to other financial advisors' fees? Only a small percentage of financial advisors are truly Fee-Only. Most advisors charge covert commissions, mutual fund loads, or make a profit from selling products like insurance & annuities. We don't.
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Lead Advisor Melanie Fitzgerald, CFP, has worked in the financial services industry for more than 25 years and has been a Certified Financial Planner for 16 years. She's passionate about helping individuals and families plan for their futures in every stage of life.
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How do you create a legacy of #responsibility in your house? How values take life tends to look different from family to #family, as do the methods through which we teach these values. Comment your experience, we would love to learn from your story! bit.ly/responsibility
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#CharitableGiving can also be a smart wealth management strategy. Planned giving can allow you to reduce income tax liability, and may provide immediate benefit by helping you avoid substantial capital gains taxes. Want to know more? Give us a call today. bit.ly/rpgscheduling
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FAQ: Is there a minimum term to work with RPG? No. Your relationship with us is at-will. We're certain that you'll love our services so much that you'll want to stay. #financialadvisors #financialplanning
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TIPS (Treasury Inflation-Protected Securities) are similar to bonds and may help protect you from #inflation. Here's how: bit.ly/RPGInflationTi
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Our desire is to be more than just your financial planner. We want to get to know you, and you us, so we can work together to make your dreams a reality.
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FAQ: How do you charge for services? We are a Fee-Only advisor and our fees are generally a percentage of the assets we manage on your behalf. The fee rate starts at 0.25% per quarter and drops for larger asset balances. #personalfinance #financialadvisor #financialplanning
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Should you keep contributing to your #401(k) in a market this volatile? Here's what we think...
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RPG is one of the largest (National Association of Personal Financial Advisors) firms in Atlanta. But don't let the size fool you. We provide personalized #financialservices that are custom-fit to you, so you know you're in good hands.
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Our world feels so uncertain right now. By focusing on the long-term - doing what we can today to build a great tomorrow for our clients - we help you find the calm in a shaky world. #financialplanning #longtermplanning
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