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
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Is your estate in order? This short quiz may help you assess your overall strategy.
Technology tips to make your next trip even better.
A few strategies that may help you prepare for the cost of higher education.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Tips on insuring your teen driver.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
This calculator helps estimate your federal estate tax liability.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Here is a quick history of the Federal Reserve and an overview of what it does.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
There are three things to consider before dipping into retirement savings to pay for college.
Here are five facts about Social Security that might surprise you.
If you died, what would happen to your email archives, social profiles and online accounts?