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Bridging the Confidence Gap Tuning Your Social Security Benefit Saving for College 101 The Latte Lie and Other Myths

Wealth Management

(k)RPG utilizes a comprehensive process that focuses on all facets of your financial affairs to create a course of action. This process was developed to help grow, preserve, and distribute wealth throughout your lifetime.

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Retirement Plan Services

(k)RPG Advisors provides Plan Sponsors and Trustees the knowledge, experience and the resources required to develop and maintain a successful retirement plan that meets their fiduciary responsibilities. Our consulting process is differentiated by five key elements:

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Various financial consulting services are available on a per hour fee basis. Please contact us for additional information.

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Helpful Content

Tax Rules When Selling Your Home

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

When Should You Take Social Security

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

What Is a Stretch IRA?

What Is a Stretch IRA?

If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.


Money Draining Food Myths

These food myths will really put a drain on your wallet.

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

Insuring Your Business Against Cyber Liability

90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

The History of Retirement

Do you know where the idea of “retirement” comes from?

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Impact of Taxes and Inflation

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

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.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

An Inside Look at Retirement Living

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

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Investment Strategies for Retirement

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

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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The market is as unpredictable as the weather. We’d love to help you prepare.

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

Perception vs. Reality

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

A Bucket Plan to Go with Your Bucket List

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


Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

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