RAA’S JODEE DEUTSCH ANSWERS THE 6 MOST IMPORTANT INSURANCE QUESTIONS FOR WOMEN

Posted by RAA
On October 4, 2022

While having the appropriate coverage is an important piece of your overall financial plan, we also understand that insurance comes with a lot of questions. We’ve asked Jodee Deutsch, RAA’s Director of Insurance, to cover the most important insurance questions that women have. An expert in the field, Jodee liaises between RAA’s advisors and clients, […]

END OF THE YEAR FINANCIAL CHECK-UP

Posted by Kat Schraeder, CFP®
On November 19, 2020

With all of the changes occurring this year, an often-overlooked area that may need rejuvenation is your financial health. The end of the year is the perfect time to reevaluate your financial situation and ensure you have all of your major financial bases covered to start the new year off right. The checklist below will […]

5 IMPORTANT TYPES OF INSURANCE AND WHAT THEY COVER

Posted by Sally Jilek, CLTC®
On April 24, 2019

As financial planners, the RAA team spends a lot of time thinking about and preparing to help our clients with the unknowns in life. What happens if the Fed raises rates? What happens if a client develops a chronic medical condition, or becomes disabled and isn’t able to work? By thinking about and planning for […]

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