RBD Wealth Management, LLC

09/24/2026

A few strategies that may help you maximize your Social Security income.

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

09/21/2026

If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

09/17/2026

Leasing a car? Consider gap insurance to protect against losses that may not be covered by your current policy.

09/14/2026

Attention Estate Executors: Do you know about the Alternate Valuation Date?

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

09/10/2026

Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

09/07/2026

Key questions to answer when you are considering retirement.

09/07/2026

Ready to retire? Prepare with these key questions for those ready to take the big step.

Key questions to answer when you are considering retirement.

08/24/2026

Back-to-school season is bringing higher costs for many families.

A new analysis found that a typical basket of school items, including notebooks, lunch boxes, and index cards, is up nearly 8% compared with last year.

School lunches are also more expensive, with the cost of a typical packed lunch up 11%.

The analysis estimates families may spend roughly $4,000 per student on school supplies and lunches this year, including about $175 on school items and $3,800 on packed lunches.

Some items have seen especially sharp increases. Lunch boxes are up 27%, one-subject notebooks are up 23%, and index cards are up 22%.

Higher tariffs, imported school supplies, food prices, and energy costs are all contributing to the increase.

For families, back-to-school shopping is a reminder that seasonal expenses can add up quickly, especially when everyday costs are already stretching household budgets.


Source:

U.S. households will spend roughly $4,000 per student on school supplies and lunches this year, a new analysis found.

02/14/2026

Good morning my website has been updated.

Please take a moment and take a look.

A sound investment strategy depends on understanding your goals. That's why I begin by reviewing your risk tolerance and time horizon before incorporating your financial goals into my data-driven approach.

12/31/2025

The holiday season can bring joy, but also stress, pressure, and a long list of expectations. A new report found that 60% of Americans felt stressed heading into the holidays, while nearly 70% reported feeling pressure to appear happier than they truly are.

According to workplace culture expert Jennifer Moss, small “micro-actions” may help people navigate overwhelming moments with more steadiness. Here are a few of the expert-backed ideas highlighted in the piece:

▪️Label the feeling: Naming an emotion may help reduce stress.
▪️Appreciate a person, not just a thing. Gratitude aimed at someone can
strengthen a connection.
▪️Notice something neutral or positive to interrupt negativity bias.
▪️Replay one good thing before bed to shift attention.
▪️Take a break from comparison on social media.
▪️Tune into your senses during busy or loud environments.
▪️Offer silent gratitude during tense family moments.
▪️Do one tiny act of generosity, like thanking a retail worker.
▪️Let go of one expectation to reduce pressure.
▪️Move more slowly to steady your nervous system.
▪️Try a 30-second “awe scan” outdoors: Briefly focus on something striking in
nature to interrupt stress.
▪️Celebrate small wins to build momentum.

These gentle resets aren’t about forcing joy; they’re about finding moments of calm in a very full season.


Source:

Try "practicing these micro-actions — like tiny mood resets," says Jennifer Moss, former member of the Global Happiness Council and author of "Unlocking Happiness at Work."