Retirement Plan Advisors

09/01/2026

What happens after the retirement party ends?

For many retirees, the first year brings a mix of new routines, adjustments, and opportunities.

Our latest monthly financial article explores what this transition can look like and how to navigate this new chapter.

📖 Read and share:

Learn about the financial, emotional, and lifestyle adjustments many retirees experience during their first year.

08/28/2026

Financial decisions rarely happen in isolation.

Whether it's saving for retirement, funding a child’s education, evaluating a housing decision, or managing everyday expenses, many families are balancing competing priorities.

This Kiplinger article offers a helpful reminder that major financial goals are often interconnected, and that understanding how one decision affects another can lead to more thoughtful planning.

Taking a step back to consider the bigger picture is an important part of making confident financial decisions.

⚖️ Worth a read:

A couple with three kids wants to upsize their home before retiring. Advisers tell our Wealth Wise advice column how to make it work.

08/26/2026

🐾 Happy National Dog Day from RPA!

Today we’re celebrating some of our favorite four-legged coworkers and loyal companions.

Meet the pups of Team RPA and help us celebrate National Dog Day. 🐶

08/20/2026

Saving is important. Having a plan is, too.

LIMRA’s new Retirement Income Readiness Report found that individuals with a written retirement plan are more confident about their retirement readiness.

Your RPA financial advisor can help you define your goals, document a personalized strategy, and stay on track over time.

🔗 Read more from PLANADVISER:

A LIMRA study finds most pre-retirees have thought about how they will generate income in retirement—but many have not acted upon their intentions.

08/17/2026

At RPA, our team members bring more than financial expertise to the table.

Each summer, colleagues across our Michigan and Wisconsin offices raise and release monarch butterflies, supporting conservation efforts through a hobby that’s become a tradition.

Want to learn more about monarch butterflies and how you can help? Visit the U.S. Fish and Wildlife Service's Save the Monarch resource: https://www.fws.gov/our-work/pollinators/save-monarch

And stay tuned for a migration season update. We’ll share the number of monarchs released by our team. 🦋

h/t Eric Mitchell - RPA Investment Advisor Representative, Dan Dodd, Angel Tullar, Deb Fitzgerald

08/11/2026

There are just 142 days remaining in 2026. Have you checked your retirement plan contributions lately?

There’s still time to make meaningful progress toward your retirement goals this year. A quick review today could help you make the most of the months ahead.

📄 View RPA’s 2026 Retirement Plan Contribution Limits Guide:
https://retirementplanadvisors.com/wp-content/uploads/2026-Retirement-Plan-Contribution-Limits.pdf

08/07/2026

Twenty years. One incredible financial advisor and human being 🎉

Please join us in celebrating Eric Mitchell - RPA Investment Advisor Representative’s 20th anniversary with RPA!

As a former teacher and having grown up in a public safety family, Eric has spent the last two decades helping public sector employees prepare for retirement. Along the way he's built lasting relationships with clients and become a trusted resource, teammate, and friend to so many.

Eric, thank you for your commitment, expertise, humor, and heart. Congratulations, and cheers to you!

https://retirementplanadvisors.com/meet-our-team/eric-mitchell/

08/03/2026

Financial confidence doesn’t always come from having the largest account balance. More often, it comes from understanding where you stand, having a plan, and knowing your next step.

You don’t have to do it alone.

💡 Explore RPA’s resources and connect with your RPA Financial Advisor for personalized guidance.

https://retirementplanadvisors.com/resources/

07/31/2026

🎓 529 plans can do more than help pay for college tuition.

Depending on your situation, distributions may be used for a variety of qualified education expenses, including housing, books, technology, and certain K-12 tuition costs.

Our latest monthly article explores what’s covered and what families should know before taking a distribution.

🔗 Read the article: What Can You Buy with 529 Distributions?

Learn which education expenses may qualify for 529 plan distributions, including tuition, housing, books, technology, and more.

07/29/2026

Retirement planning doesn’t always follow a straight line.

Career changes, caregiving responsibilities, burnout, and other life events can interrupt even the best-laid financial plans. Recent research from TIAA suggests these workforce interruptions are more common than many people realize.

For plan sponsors and participants alike, it’s a reminder that retirement readiness requires flexibility, resilience, and a long-term perspective.

🔎 Explore the research in this PLANSPONSOR article: https://www.plansponsor.com/tiaa-all-workers-should-account-for-career-interruptions-moves-in-retirement-planning/