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You Cannot Give
What You Don't Have

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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Acres of Diamonds

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A Look at Systematic Withdrawals

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Historical Inflation

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Use this calculator to estimate your capital gains tax.

Long-Term-Care Needs

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

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

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5 Smart Investing Principles

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

Protecting Those Who Matter Most

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

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Your Cash Flow Statement

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

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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Retirement Redefined

Around the country, attitudes about retirement are shifting.

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

What Our Kids Can Teach us About Saving Money

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The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

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