RTB Advisors

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United States
Plano, CA
RTB Advisors

RTB Advisors minimizes risk and liability while maximizing savings and returns.

- Planning
- Growth Strategies
- Income Strategies
- Tax Strategies
- Succession & Legacy

Raise the Bar Method
- Discovery
- Design
- Recommend
- Implement
- Optimize

Schedule a Discovery Call Today - https://calendly.com/rtbadvisors

06/13/2025

Information vs. instinct. Are your choices based on evidence of emotion? This piece helps answer those questions.

https://www.rtbadvisors.com/resource-center/investment/emotional-vs-strategic-decisions/

06/12/2025

🎉 Happy Half Birthday! 🎉
I bet you thought celebrating half-birthdays ended when you graduated elementary school...
But guess what? At 59½, the celebration is BACK — and it’s not just for cake and candles. 😉
Cheers to new milestones, new chapters, and making every "half" count! 🥂

https://www.linkedin.com/pulse/financial-milestone-age-59-penalties-ira-withdrawal-end-rtbadvisors-860ec/

06/11/2025

Three tips for giving smart from the heart.

https://www.rtbadvisors.com/resource-center/estate/charitable-giving-smart-from-the-heart/

06/10/2025

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

https://www.rtbadvisors.com/resource-center/insurance/gap-insurance-for-leased-cars/

06/09/2025

The stock market has a long and storied history, from the Dutch East India Company to Wall St.

https://www.rtbadvisors.com/resource-center/investment/from-boats-to-brokers-a-history-of-the-stock-market/

06/06/2025

No more walking past them on the sidewalk.
No more stuffing a couple in your loafers.
And definitely no tossing them into a wishing well.

It’s time to rethink the penny.

https://www.linkedin.com/pulse/big-change-more-pennies-rtbadvisors-qr5yc

06/05/2025

Some firms create a “sources and uses of funds” statement to evaluate operations. What does yours say?

https://www.rtbadvisors.com/resource-center/money/what-is-my-current-cash-flow/

06/04/2025

Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.

https://www.rtbadvisors.com/resource-center/estate/put-it-in-a-letter/

06/03/2025

When you choose to take Social Security might impact your retirement income. Find out how.

https://www.rtbadvisors.com/resource-center/retirement/deciding-when-to-take-social-security/

06/02/2025

Do you know what all those emojis you keep seeing in your text messages mean? Here's a handy guide.

https://www.rtbadvisors.com/resource-center/lifestyle/mastering-mobile-lingo/

05/30/2025

Pay off debt or invest the money? Things to consider before you commit to either option.

https://www.rtbadvisors.com/resource-center/lifestyle/should-i-pay-off-debt-or-invest/

05/29/2025

Americans are feeling more upbeat about retirement—many planning to retire at 70, says the latest study.
⁠
But life doesn’t always follow the plan. 40% retire earlier than expected—and for 70% of them, it wasn’t by choice.

Planning ahead means preparing for the unexpected. 💼💡

https://www.linkedin.com/pulse/handling-health-insurance-gap-rtbadvisors-rvjbc

Address

7801 Alma Drive , Suite 105 #110
Plano, CA
75025

Telephone

+13104979226

Website

https://calendly.com/rtbadvisors

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