Retirement & Benefit Partners

Securities offered through LPL Financial, Member FINRA/SIPC

[Retirement & Benefit Partners @rbpretire]

Checking Your Portfolio Isn't the Same as Reviewing It https://t.co/VC2fuz0oSq

[Retirement & Benefit Partners @rbpretire]

If you’re within five years of retiring, either before or after, you’re at your most vulnerable financially. Here are steps to weather the volatility. https://t.co/vn7LFELhEy

[Retirement & Benefit Partners @rbpretire]

Nike nearer-term financial expectations now largely 'derisked' By https://t.co/mmnv39JTMS https://t.co/12vUIHEMFC

[Retirement & Benefit Partners @rbpretire]

Weekly Market Performance - May 17, 2024 https://t.co/sqFIFLmf9Z

[Retirement & Benefit Partners @rbpretire]

@TKopelman Compensation considered for purposes of calculating match is capped at $345k for 2024. Agree with the overall point though that money is being left on the table by not accounting for the lack of true up.

[Retirement & Benefit Partners @rbpretire]

An ILIT could play a role in your estate strategy. https://t.co/QtNMNXwaVI

[Retirement & Benefit Partners @rbpretire]

Here are 4 unexpected locations that make great places to #raise your #family. https://t.co/AdDYGhQys2

[Retirement & Benefit Partners @rbpretire]

Assets minus liabilities = net worth. When was the last time you calculated yours? #MyNetWorth https://t.co/0cG2ZrorRB

[Retirement & Benefit Partners @rbpretire]

Many have heard they should avoid probate; do you understand what probate is and how it works? https://t.co/knrfzIg0zc

[Retirement & Benefit Partners @rbpretire]

This piece presents an overview of fundamental steps to consider when a loved one passes. https://t.co/IrJkcqW83P

[Retirement & Benefit Partners @rbpretire]

Test your estate strategy knowledge with this short quiz. https://t.co/QV0n0i5UQ9

[Retirement & Benefit Partners @rbpretire]

Attention Estate Executors: Do you know about the Alternate Valuation Date? https://t.co/qJfS3VLMmn

[Retirement & Benefit Partners @rbpretire]

Ask yourself hard questions: Do I know enough about estate management? Will my family be ready? https://t.co/5d2xjZm0WX

[Retirement & Benefit Partners @rbpretire]

Where there's a will there's a way. Don't leave your estate unattended—update your documents. https://t.co/ruKvHBqunm

[Retirement & Benefit Partners @rbpretire]

15-year vs. 30-year: know your refinancing options. https://t.co/LTIFpy7P9T

[Retirement & Benefit Partners @rbpretire]

You won’t believe what these taxpayers tried to get away with. #IRS #taxes #funny #humor https://t.co/F2I5W76HCb

[Retirement & Benefit Partners @rbpretire]

When the rules of the game change, tactics should follow in response to the new landscape. https://t.co/zi0JRMb1u2

[Retirement & Benefit Partners @rbpretire]

Increase #worker #productivity and motivate your #employees with these five simple and inexpensive ideas. https://t.co/Bvue5NCwR9

[Retirement & Benefit Partners @rbpretire]

Tax freedom day: the day you begin earning money for yourself. #TaxFreedomDay https://t.co/ZRzKIWBBAF

[Retirement & Benefit Partners @rbpretire]

The average college senior graduates with credit card debt. How will your kids manage money? https://t.co/XtyhKqrL48