YOUR CPA, YOUR ADVISOR, AND YOUR FINANCIAL PLAN: WHEN TWO HEADS ARE BETTER THAN ONE

Posted by RAA
On December 11, 2018

When it comes to your long-term financial plan, it’s essential for the advice you receive to account for your overall needs and financial picture. This is especially beneficial when understanding and planning for the impact tax-related factors might have on your financial success. Because taxes can play a key role in your financial outlook, we […]

FINDING A COPILOT FOR FINANCIAL ADVICE

Posted by Michael Kane, CFP®
On October 18, 2018

For the last 30 years, RAA has been focused on serving the financial needs of airline pilots and their families. A part of this commitment requires us to continually understand how pilots are utilizing financial advice, how satisfied pilots are with the support they receive, and what value pilots are gaining from the relationship with […]

MARKET HEADLINES ARE NOT A FINANCIAL PLAN

Posted by Fred Kneib, AIF®
On July 23, 2018

A recent study by Dalbar showed that during the 20-year period ending in 2017, the S&P 500 index averaged a 7.20% annual return while the average equity fund investor captured 5.29% over the same time period1. In the investment world, this 1.91% difference between investment returns and investor returns is called the “behavior gap.” Understandably, […]

IS YOUR ADVISOR AN EXPERT WHEN IT COUNTS?

Posted by Brad Bridgewater
On March 21, 2018

In the United States alone there are over 300,000 financial advisors, and the majority of these advisors have letters, or “designations,” that follow their names. I’m sure you’ve seen CFP, CFA, CRPC, AIF, or Series 7 in print advertisements or online. We certainly have a good number of these designations on our website. While these […]

SHOULD YOU HAVE YOUR 401(K) PROFESSIONALLY MANAGED?

Posted by Michael Kane, CFP®
On December 21, 2017

As with many questions, the correct answer is: It depends. If you are like me, your goal is to grow your company 401(k) plan as much as you can so you can have a comfortable retirement. But how do you get there? The first step is to contribute as much as you possibly can to […]

8 QUESTIONS TO ASK A POTENTIAL ADVISOR

Posted by Brad Bridgewater
On July 15, 2017

You work hard and travel frequently to build financial security. However, to prepare for retirement, you need more than hard work. The right financial advisor can be the difference between struggling through retirement and living comfortably after your final landing. Choosing that advisor can be difficult, but asking the right questions can help you find an advisor […]