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Blog

The Treasure of Teamwork

For the 2019 Summer Staff Outing, our crew at RMR Wealth Advisors put our strategizing and creativity to the test at an escape room. Escape In Time, located on the west side of Madison, is merely a front for a privately funded research company, The Deja Institute. The scientists at The Deja Institute have been working for decades to master travel through time and space.

Suggestions for Long-Term Financial Health

Sometimes simple is best. Many of us tend to complicate our financial situation; overthinking our options while ignoring the basics.

But like anything else, the simplest rules are often the most important ones; and the ones most likely to be ignored. How many of these rules do you follow?

How to Protect Your Personal Data Online

Data breaches, once a fairly rare occurrence, have become more frequent as hackers become more skilled in their ability to extract personal data from popular social media sites such as Facebook and Twitter. On a side note, Experian is predicting that wireless devices will become vulnerable to hackers in 2019.

AICPA Highlights 6 Recent Personal Finance Trends

The American Institute of CPA’s (AICPA) recently published a list of concerns in personal finance trends. These trends highlight the fact that almost 63 percent of Americans today are unable to pass a basic financial literacy test.

Here are the troubling trends, as well as some tips on how to avoid them:

Planned Giving Goes Further

There are many ways that we support our favorite charitable causes. However, one of the most beneficial ways to support a favorite charity now and into perpetuity is through planned giving.

The Six W Questions of Retirement

Do you remember learning the six "W" questions in grade school? They are: Who, What, When, Where, Why, and How. These are the questions you should be asking yourself when it comes to planning your retirement.

Ways to de-stress your tax filing

As you probably know, Washington had the longest government shutdown in history earlier this year.  During the shutdown, the IRS operated with only 12% of its staff.  That means the IRS has a lot to catch up on, including answering questions, preparing reports, processing returns, and distributing refunds.

Top 5 Things 20-Somethings Need to Do

If you’re in your 20s, rejoice! You’re in a great position to create the life you want, starting with a secure financial future. While it’s common to feel overwhelmed when entering the workforce full time, there are a lot of things you can do fresh out of college that will help you attain your professional and financial goals earlier than you may expect.

Your Emergency Fund: How Much is Enough?

Have you ever had one of those months? The water heater stops heating, the dishwasher stops washing and a family member ends up at urgent care. Then, as you’re driving, you see smoke seeping out from under your hood.

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