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.
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Our educational approach helps take the mystery out of investing, insurance, estate conservation, and preserving wealth.
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Helpful Content
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
Keeping Summer Safe: Pool and Spa Safety Tips
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Understanding Homeowner’s Insurance
Purchasing homeowners insurance is critical for protecting your home.
Insuring Your Business Against Cyber Liability
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
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Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
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Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.