Who We Are
We are a team of financial professionals who believe financial advice comes from understanding the whole family. At RAI, getting to know you is a key part of developing a financial plan that gets you where you want to go.Learn more
For more than 30 years, RAI has been helping families reach their financial goals. Through our commitment to caring above and beyond, we are able to help them to take advantage of the opportunities and attain their goals.Learn more
FinLife Management is a collaborative, personalized approach to allow you to do just that. Together, we can help you understand how your money and investment choices can align with personal aspirations to help enrich your life.Discover More
How to Make 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.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
These food myths will really put a drain on your wallet.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
This worksheet can help you estimate the costs of a four-year college program.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Assess how many days you'll work to pay your federal tax liability.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to compare the future value of investments with different tax consequences.
Determine your potential long-term care needs and how long your current assets might last.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Why are 401(k) plans, annuities, and IRAs so popular?
There are three things to consider before dipping into retirement savings to pay for college.
Even low inflation rates can pose a threat to investment returns.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
When do you need a will? The answer is easy: Right Now.
The average retirement lasts for 18 years. Are you prepared to fill that many days?