3 % Rates Women and Retirement The Cycle of Investing The Facts About Income Tax

Thank you for visiting RS Financial Group's website.  We value your time and always strive to reach above the goals set by our clients.

RS Financial Group's goal is to ensure our clients do not outlive their wealth and that they enjoy the highest level standard of living as possible while feeling proud of the legacy they will leave behind.

By strategically partnering, we are able to exceed our clients' expectations and stand behind our pledge to bring the global market to our clients' portfolio.

Please take your time while navigating through our site.  There are numerous informational videos, calculators, and resources available at your finger tips.

RS Financial Group specializes in the following:

  • Wealth Management                               

  • Retirement Planning

  • Managed Portfolios

  • Profit Sharing Plans

  • Life Insurance

  • Long Term Care

  • Medicare

  • Self Funded Pension Plans





 

Helpful Content

Raise Your Retirement Income

Raise Your Retirement Income

Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.

What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Planning for the Expected

Planning for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

 

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

What to Look for in a Long-Term-Care Policy

Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

Inflation - Back to the Future

Even low inflation rates over an extended period of time can impact your finances in retirement.

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Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Tax Freedom Day

Assess how many days you'll work in 2012 to pay federal tax liability.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Comparing Investments

Estimate the potential capital gains taxes due on your transactions.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

Your DNA Test

If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.

Making Your Tax Bracket Work

Have you explored all of your choices when it comes to managing your taxable income?

Acres of Diamonds

In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.

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