Category: Retirement Planning

Retirement

How Women Can Prepare For Retirement

When our parents retired, living to 75 amounted to a nice long life, and Social Security was often supplemented by a pension. The Social Security

May 23, 2022

Managing Money: A Guide to Teach Your Children

The 4 Routes of Money When it comes to managing money, one generally has four options: save, spend, donate, or invest. These may not seem

December 7, 2022

Business Owner and Employees Discussing Retirement Plans

Business Planning

Retirement planning for small business owners: What to consider

[vc_row][vc_column][vc_single_image image=”35358″ img_size=”1500×700″ alignment=”center”][vc_empty_space height=”32″][vc_column_text]If you are a small business owner or planning to become one, retirement planning for both you and your employees should

June 22, 2021

5 Do’s and Don’ts of Saving for Retirement

No matter how far away you are from retirement, there are simple ways for you to step up your savings at any point. Especially if

February 9, 2022

What is a Roth 401(k)?

While many people are familiar with the benefits of traditional 401(k) plans, others are not as acquainted with Roth 401(k)s.Since January 1, 2006, employers have

February 10, 2022

Retirement Planning for Women: 3 Helpful Strategies

Retirement planning for women can look a little different than it does for men. Although stereotypes are changing, women are still more likely to serve

February 15, 2022

Business Planning

rF Live Broadcast Valorie Schwarzmann with Homeport

Last Friday, we had the pleasure to talk with Valorie Schwarmann, CFO and Senior Vice President of Homeport, a non-profit housing developer. Valorie oversees the

February 24, 2022

Investing Insight

rF Live Broadcast- Quarterly Update on Client Portfolios

On May 17, rebel Financial’s president, Phil Ratcliff gave a quarterly update on how we create client portfolios. He covered three topics: making smart investments,

June 1, 2022

Lifestyle

Is A New Social Security Fix At Hand?

We’ve been hearing for years that the Social Security trust fund will run out of money in 2034, and a close reading of the Social

May 26, 2022

Investing Insight

Risk of Your Retirement Savings in Stocks

Buried in a recent report by Fidelity Investments was some remarkable news. Last summer, the mutual fund and retirement plan provider noted that there were

May 26, 2022

rebel Financial is a Registered Investment Advisor that provides retirement planning, estate planning, financial planning, and investment management services to individual and institutional clients. To get a more detailed description of the company, its management, and practices, view our (form ADV, Part2A) and Disclosures.
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