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This week, RFA’s Director – Financial Planning, Gabe Adams, CFP®️, MSPFP, looks back at Q3, including September inflation data and the most recent meeting of the Federal Reserve, before sharing earnings reports from Nike, PepsiCo, and several other RFA portfolio holdings.
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This week, RFA’s Director – Financial Planning, Gabe Adams, CFP®, MSPFP, explains sequence of return risk and how the order in which you receive your investment returns—especially in retirement—can affect your plan. He also shares several strategies for managing this risk.
This week, RFA’s Director – Financial Planning, Gabe Adams, CFP®, MSPFP, discusses Social Security, including how the program is funded, its current state, and how your future benefits and financial plan could potentially be impacted.
This week, RFA’s Director – Financial Planning, Gabe Adams, CFP®, MSPFP, covers four tax changes that have been proposed and what they could mean for you if passed.