Kenneth Jones with RTB Financial Group

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Thinking about a prepaid debit card? Consider the pros and cons.
03/24/2025

Thinking about a prepaid debit card? Consider the pros and cons.

It's important to understand the pros and cons when considering a prepaid debit card.

If you have employer-issued stock, an understanding of Net Unrealized Appreciation strategies may benefit your portfolio...
03/21/2025

If you have employer-issued stock, an understanding of Net Unrealized Appreciation strategies may benefit your portfolio.

Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.

Just entering retirement? Here's what you need to know.
03/19/2025

Just entering retirement? Here's what you need to know.

Regardless of how you approach retirement, there are some things about it that might surprise you.

To make money harder to copy, there have been continual changes to the artwork, paper and ink.
03/17/2025

To make money harder to copy, there have been continual changes to the artwork, paper and ink.

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

With great wealth comes even greater questions. Learn more in our article.
03/14/2025

With great wealth comes even greater questions. Learn more in our article.

Preserve your high net worth with these foundational tips.

There’s 5 phases to changing unhealthy behaviors. Here’s how to do it.
03/12/2025

There’s 5 phases to changing unhealthy behaviors. Here’s how to do it.

Five phases to changing unhealthy behaviors.

Are you prepared for a 20-year retirement? How women can consider their retirement strategy.
03/10/2025

Are you prepared for a 20-year retirement? How women can consider their retirement strategy.

Are women prepared for a 20-year retirement?

With increasing wealth comes unique financial challenges.
03/07/2025

With increasing wealth comes unique financial challenges.

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

Stubborn inflation and mixed economic signals continue to shape markets. This month's Market Insights breaks down what d...
03/07/2025

Stubborn inflation and mixed economic signals continue to shape markets. This month's Market Insights breaks down what drove performance and what investors are continuing to watch in 2025.

Monthly Market Insights | March 2025 U.S. Markets Stocks stumbled in February as stubborn inflation, mixed economic signals, and an evolving trade policy weighed on investors’ minds. The Dow Jones Industrial Average declined 1.58 percent while the Standard & Poor’s 500 Index fell 1.42 percent. T...

Social Security: Retirement's main source of income or monthly bonus? You decide.
03/05/2025

Social Security: Retirement's main source of income or monthly bonus? You decide.

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

Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.
03/03/2025

Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.

Second marriages are a trigger event to revisit any existing estate strategies.

What steps might help you sustain and grow your retirement savings? This piece explores them.
02/28/2025

What steps might help you sustain and grow your retirement savings? This piece explores them.

Steps to help you sustain and grow your retirement savings.

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8500 Wilshire Boulevard
Beverly Hills, CA
90211

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