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RPH understands the simple principle that if you are not living an enriched life, you minimize your potential to be a positive influence on those around you. An enriched, full life does not happen by chance though. It necessitates setting personal and professional goals and committing to full accountability for the outcome.

The clients of RPH benefit from our skilled approach to goal setting and measurement. Not limited to financial goals, our process includes life planning services to help all of our clients achieve the rewarding, balanced life they envision.

Not only are our clients the beneficiaries of an atmosphere of experience, enjoyment, accomplishment, teamwork and support, but all other important individuals in their lives benefit too.

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

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Regardless of how you approach retirement, there are some things about it that might surprise you.

 

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Use this calculator to estimate your income tax liability along with average and marginal tax rates.

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Determine your potential long-term care needs and how long your current assets might last.

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This calculator will help determine whether you should invest funds or pay down debt.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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Principles that can help create a portfolio designed to pursue investment goals.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

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How will you weather the ups and downs of the business cycle?

Your DNA Test

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The Latte Lie and Other Myths

Do you know these three personal finance sayings?

The Other Sure Thing

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