Understanding Today’s Financial Environment
RTB Financial Group is a boutique financial firm in Beverly Hills, CA. We understand that individuals, families, and businesses face unique challenges, opportunities, and life events. Our holistic approach can help take the mystery out of preparing for today and tomorrow.
It starts with a conversation and may last a lifetime.
We are a team of experienced professionals, ready to help with your financial issues and concerns.Learn More
Our educational approach helps take the mystery out of investing, insurance, estate conservation, and preserving wealth.Learn More
Knowledge is power. It’s also the foundation for intelligent, well-considered decisions.Learn More
Emerging Market Opportunities
What are your options for investing in emerging markets?
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
Crowdfunding—Capital for the 21st Century
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Here are six flags that may make your tax return prime for an IRS audit.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
A quick look at how federal income taxes work.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Gaining a better understanding of municipal bonds makes more sense than ever.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Assess whether you are running “in the black” or “in the red” each month.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how long your retirement savings may last using various monthly cash flow rates.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
When do you need a will? The answer is easy: Right Now.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Women must be ready to spend, on average, more years in retirement than men.
What is your plan for health care during retirement?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Learn how to harness the power of compound interest for your investments.