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
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
An increasing number have been developed to help individuals with their personal finances.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Here are some simple and inexpensive energy-saving tips that may help you save money.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
The federal government requires deceased individuals to file a final income tax return.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Determine your potential long-term care needs and how long your current assets might last.
This calculator will help determine whether you should invest funds or pay down debt.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Estate conservation is too important to put off. Do you have a smart exit strategy?
What if instead of buying that vacation home, you invested the money?
Smart investors take the time to separate emotion from fact.
Learn how to harness the power of compound interest for your investments.
How will you weather the ups and downs of the business cycle?
There are a few things to consider when buying or leasing your next vehicle.