Category: Retirement Planning

Turning the Page: Five Things Baby Boomers Need to Know About RMDs

The times they are a changin’ for baby boomers. The generation that lived through and influenced the revolution in the retirement industry is now poised

May 25, 2022

Planning for That Next Phase – Retirement

There are countless retirement calculators out there, and if you’ve used one or two, you might have somewhat of an idea of what you need

May 25, 2022

Your Second Wind — Starting Up a New Business in Retirement

Not that long ago, retirement meant being put out to pasture, with long days punctuated by occasional games of golf and bridge. But today, with

May 25, 2022

A Plan Sponsor Checklist

Once a retirement savings plan has been approved and is in place, it’s tempting for a plan sponsor to sit back and adopt an “I’m

May 24, 2022

Buying guaranteed losses

Surely one of the strangest trends on the world investment markets these days is banks paying negative rates to depositors, and bonds issued with negative

May 24, 2022

Building Your Legacy

Carve your name on hearts, not tombstones. A legacy is etched into the minds of others and the stories they share about you.¹Shannon L. Alder

May 24, 2022

Managing a Disability or Chronic Illness

Create a financial plan that can help you make the best of any circumstance. Here’s a checklist for financial preparedness. Lay a secure foundation Consider

May 24, 2022

Make the Most of Your 401(k)

As more Americans shoulder the responsibility of funding their own retirement, many rely increasingly on their 401(k) retirement plans to provide the means to pursue

May 24, 2022

Small Business Owners: Test Your Retirement Plan Knowledge

Small Business Owners: Test Your Retirement Plan Knowledge While worker confidence about having enough money to live comfortably in retirement has been on the rise

May 24, 2022

Retirement Confidence: It’s All in the Plan

Americans’ confidence in the ability to afford a comfortable retirement continues to rebound from the lows reported between 2009 and 2013. The increasing optimism is

May 24, 2022

rebel Financial is a Registered Investment Advisor that provides retirement planning, estate planning, financial planning, and investment management services to individual and institutional clients. To get a more detailed description of the company, its management, and practices, view our (form ADV, Part2A) and Disclosures.
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