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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.

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We are a team of experienced professionals, ready to help with your financial issues and concerns.

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Call Out Box Two

Our educational approach helps take the mystery out of investing, insurance, estate conservation, and preserving wealth.

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Call Out Box Three

Knowledge is power. It’s also the foundation for intelligent, well-considered decisions.

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Helpful Content

Systematic Withdrawals in Retirement

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

The Fed and How It Got That Way

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

What Smart Investors Know

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

 

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

The Anatomy of a Supplemental Health Plan

Here’s a guide to explain all the parts of Medicare.

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

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Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

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