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News

Hand holding a house key
Collin Armold | Aug 12, 2021

Is a Reverse Mortgage a Smart Path to Extra Retirement Cash Flow?

Retirement
If you’re over the age of 62 and in need of some extra cash flow in your retirement, you may be considering a reverse mortgage. Borrowing money from your home
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Collin Armold | Aug 10, 2021

Video: 3 Money Management Principles for Children

Savings
3 Money Management Principles for Children
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Christopher Chiu | Aug 5, 2021

RCM Managed Asset Portfolio - Q2 2021

Finance
Investments
Market Update
Observations about the Current Economic Recovery
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default blog image
Collin Armold | Aug 3, 2021

Video: How to Pay Off Your Debt

Finance
How to Pay Off Your Debt
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Group of young professionals in a meeting. They are in a casual office setting
Collin Armold | Jul 27, 2021

Money Management 101: Tips for Your Kids Entering the Workforce

Savings
If your kids are starting to enter the workforce, whether it’s a part-time job just for the summer or a full-time job after graduation, it’s essential they know
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Senior couple in a meeting with a financial professional
Collin Armold | Jul 12, 2021

The Risk of Reverse Dollar-Cost Averaging for Retirees

Retirement
Investments
What exactly is dollar-cost averaging? And how can reverse dollar-cost averaging be risky to those who live on a fixed income?
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Tablet on a table with a coffee cup. On the tablet screen is several charts and graphs
Collin Armold | Jul 8, 2021

The Basics of Keeping a Balanced Investment Portfolio

Investments
Balance is seen as one of the keys to making the most of your investments. But what does a balanced portfolio look like?
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Row of townhomes
Collin Armold | Jun 29, 2021

Selling Your Home After Retirement: The Benefits of Downsizing

Retirement
Savings
Real Estate
Nearing retirement age and looking to reduce your expenses? Moving to a smaller home may help you save.
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Woman in grad cap and gown sitting on stairs and smiling. She's wearing a ribbon that says Doctor of Medicine
Collin Armold | Jun 24, 2021

The Pros and Cons of Investing in a 529 Plan for College

College
Savings
One of the best ways to prepare for the cost of college is to start saving early. Here are some pros and cons of a 529 savings plan to consider.
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Mother and daughter cooking and laughing
Collin Armold | Jun 21, 2021

Making the Most of Your Tax Return

Tax Planning
If you’re trying to decide where to spend (or save) it, here are some ideas for how to make the most of your tax return.
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Man and woman shaking hands over a desk. On the desk is a laptop and a coffee cup.
Collin Armold | Jun 8, 2021

More than Finances: The Benefits of Holistic Advice from Financial Professionals

Finance
When thinking about our physical health, it’s common to take a holistic approach. So why don’t we approach our financial health the same way?
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Elderly man and woman laughing. The man is holding a map, and the woman is wearing a backpack. They look like they are travelling.
Collin Armold | Jun 2, 2021

Living the Dream: How to Plan for Your Ideal Retirement

Retirement
The most important thing about retirement is doing what makes you happy. What would you do with your time if you weren’t working 40 hours every week?
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