RMB Financial, PLLC

11/01/2025

As we age, our health needs can change. offers peace of mind by covering the costs of essential care services like nursing homes, assisted living, and in-home assistance. Take a moment to explore the different types of long-term care insurance available.

insurance can be a smart addition to your planning strategy. There are a variety of ways to secure this coverage. What are the different types of long-term care policies—and how do they work? See our guide for details.👇

09/27/2025

🎉 One Year with Raymond! 🎉

Hard to believe it’s already been a year since Raymond Flaherty joined RMB Financial as our Property & Casualty Insurance Specialist.

In just 12 months, he’s helped countless families and businesses protect what matters most — all while keeping things down-to-earth and personable the Raymond way!

We’re proud to have him on our team and excited for what’s ahead. Drop a 👏, and share your story of how Raymond has helped you in the comments to help us celebrate his anniversary!

Let’s keep it up and have an even more amazing Year 2!

06/18/2025

For anyone insured with Erie Insurance, make sure your information is secure and learn more about these lawsuits.

Not one but two class action lawsuits have been filed against Erie Insurance even as the insurer continues to investigate its cybersecurity incident. One

06/09/2025

Have you saved enough to last for your retirement? Use this calculator to find out.

Our retirement calculator estimates your savings based on your current contributions and then calculates how long your money will last so that you can plan ahead.

06/02/2025

Wondering how much you’ll be required to withdraw from your retirement assets as a result of the Secure Act 2.0? Here's how to caluculate your required minimum distribution (RMD).
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https://smartasset.com/retirement/rmd-table #:~:text=The%20SECURE%202.0%20Act%2C%20though,50%25%20of%20the%20required%20RMD.

05/26/2025

Social Security benefits don’t change based on income received from a 401(k). But what impact could that extra income have on your tax bill? Click to learn more.

Distributions from your 401(k) plan don’t affect the amount of your Social Security benefits, but they can determine whether your benefits are subject to income tax.

05/19/2025

Rolling 401k assets into an IRA can give you more investment choices and better control over them. But do you understand the tax impact? And what other options do you have for your rollover?

If you're leaving a job, you need to decide how to handle the money in your 401(k) account. Learn what your options are.

05/12/2025

While rolling a 401(k) into an annuity can indeed provide guaranteed income, know that annuities come with certain careful considerations as well. Annuities may not be for everyone.

Having guaranteed income after retirement is undeniably appealing, but there are risks to consider before rolling your 401(k) into an annuity.

05/05/2025

A 401(k) plan can be a powerful part of your retirement strategy, so know when, why, and how to roll it into an IRA for your retirement!

The benefits of rolling over your 401(k) into an IRA when you change jobs can include more investment choices, lower fees, and greater control over your money.

04/16/2025

🌟 April is Financial Literacy Month! 🌟💡

Let's take a moment to celebrate the importance of understanding our finances and making smart money choices. 💪💡

Whether you're a finance wizard or just starting to dip your toes into the world of money management, this month is the perfect time to enhance your financial knowledge and skills. 📚💡

From budgeting and saving to investing and preparing for the future, there's much to learn and explore! 💡✨

Consider spreading the word and tag your friends who might benefit from this financial journey. Together, we can build a community that rocks at managing our money! Happy Financial Literacy Month, everyone! 🎉💡

04/10/2025

When a new chapter starts.

04/03/2025

Should I Consider Life Insurance?