Retirement Plan Advisors

10/16/2026

🎃 Retirement planning doesn’t have to be scary.

If you’re wondering:

• Am I saving enough?
• When can I retire?
• What should I do with an old retirement account?
.. you’re not alone.

👻 This spooky season, don’t let retirement questions haunt you. Connect with your RPA Financial Advisor and take the next step with confidence.

10/12/2026

Open enrollment season is a time to review more than just your healthcare benefits.

It’s also a good reminder to check in on your retirement accounts, financial goals, and beneficiary designations. After all, you’ve worked hard to build assets. Make sure they’re set to go to the people and causes that matter most to you!

🔎 Take a moment to review this often-overlooked part of your financial plan:

Have you ever told your beneficiary that they’re your beneficiary? If not, now is the time. Don’t wait until it’s too late to have the conversation.

10/09/2026

🔐 October is Cybersecurity Awareness Month.

This year’s theme: Don’t Make It Easy for Them.

Cybercriminals look for easy opportunities. Simple habits can go a long way toward protecting your personal information and accounts:

✅ Use strong, unique passwords
✅ Enable multi-factor authentication when available
✅ Keep devices and software up to date
✅ Think twice before clicking links or opening attachments

Small steps. Big impact.

🛡️ Learn more:

Cybersecurity Awareness Month empowers individuals and businesses to protect themselves. The Cybersecurity and Infrastructure Security Agency (CISA) and the National Cybersecurity Alliance co-lead the global campaign every October!

10/06/2026

🧭 Looking for retirement planning resources but not sure where to start?

We’ve gathered some of our most popular planning resources in one convenient place.

🔗 Explore our Participant Quick Links page and bookmark it for future reference.

Quick access to retirement planning resources for plan participants, including tax guides, savings strategies, plan rules, and financial planning tools.

10/01/2026

When was the last time you reviewed your life insurance coverage?

For many, the answer is “it’s been a while.”

As families grow, careers evolve, and financial responsibilities change, your coverage needs may change too.

Our latest article walks through a few situations that could signal it’s time for a review, plus offers a helpful starting point for evaluating your needs.

🔗 Read the article:

Learn how family, career, and financial changes may affect your life insurance needs and when it could be appropriate to review your coverage.

09/28/2026

Public safety. Public works. Administration.

Pension eligibility. DROP participation. Retirement timing decisions.

Public sector retirement planning is different.

When retirement considerations are specialized, your guidance should be too.

RPA lives and breathes public sector: https://retirementplanadvisors.com/meet-our-firm/

09/24/2026

🦋 Monarchs update!

Last month we shared the butterfly habitats popping up across RPA’s offices. Since then, our unofficial “Monarch Division” has raised and released more than 450 butterflies!

Along the way, colleagues, clients, kids, and grandkids stopped by to witness the caterpillars-to-butterflies transformation firsthand.
Thank you to everyone who rolled up their sleeves to support this effort. Eric Mitchell - RPA Investment Advisor Representative Dan Dodd Deb Fitzgerald 🧡🖤

09/22/2026

Orlando delivered the sunshine. delivered the inspiration. ☀️

A big thank you to Cambridge Investment Research, Inc. for hosting another fantastic event and bringing together such an incredible community.

Team RPA thoroughly enjoyed connecting with colleagues, partners, and new friends!

09/17/2026

Proud to support a great cause in our Florida community.

⛳ RPA Financial Advisor Kendal Shaw participated in the Pasco County Firefighters Local 4420 9/11 Memorial Golf Tournament, helping raise funds for local firefighter charities.

It was an honor to support an event that remembers, gives back, and makes a lasting impact.

09/14/2026

The largest wealth transfer in U.S. history is underway, yet many families haven’t talked about how inherited assets will be managed, transferred, or used.

Whether you’re planning to leave a legacy or expect to receive an inheritance, having those conversations today can prevent confusion tomorrow. Your RPA Financial Advisor is available to help you think through these decisions and major life events.

This article from Kiplinger offers a look at how real families are handling the “Great Wealth Transfer”:

Kiplinger is exploring the Trillion Dollar Talk. Join us to see what we've found and how we can help you.