September 12, 2025
The RCR Team delivered a STRIKE-ing performance at the OLC Special Olympics Bowling Tournament! 🎳 We are honored to have been able to play alongside the incredible members of the Special Olympics while supporting a wonderful cause!
September 10, 2025
The Changing Landscape of 529 Plans
It's Back-to-School season! đź“š As we begin a new school year now is the perfect time to revisit your family's educational savings strategy. Check out the below article to brush up on the latest 529 updates!
#529 #EducationSavings #FinancialPlanning
September 04, 2025
9 Considerations for Year-end Planning
As the end of 2025 approaches, it’s a good time to implement strategic tax planning to minimize your tax liability, maximize savings, and get on track for 2026.
August 06, 2025
The One Big Beautiful Bill Act: How It May Impact You
The One Big Beautiful Bill Act was signed into law by President Trump on July 4, 2025. Here’s how it differs from existing tax laws—and how it may impact you.
July 16, 2025
The One Big Beautiful Bill Act: How It May Impact You
The “One Big Beautiful Bill Act” (OBBBA) was signed into law by President Trump on July 4, 2025 after being earlier passed by both the U.S. House and Senate. ⚖️ Check out the below article to learn how it differs from existing tax laws and how it may impact you!💲
July 01, 2025
Outlook 2025: Mid-Year Update
Our Investment Strategy Group outlines their expectations for the economy in the second half of 2025, as well as possible scenarios for the equity and fixed-income markets.
June 15, 2025
Happy Father's Day! 🌟 Thank you to all fathers and father-figures that we've had the pleasure to know professionally and personally. We appreciate everything you do today and every day!
June 04, 2025
Financial Planning: Bringing Stability—and Possibility—to Your Life
Financial planning isn’t just about retirement or saving for the future, it can also be about accomplishing your lifestyle goals—like world travel or a buying a second home.
May 19, 2025
🎉 Trivia champs with hearts of gold 💛 We're incredibly proud of the women in our complex, including our very own Carrie Jarmer and Kim Wright, who raised over $1,000 for Habitat of Humanity Susquehanna at their recent trivia night fundraiser! They proved that when it comes to helping others, they've got all the right answers!
May 11, 2025
Happy Mother's Day! 🌻 Thank you to all mother and mother-figures that we've had the pleasure to know professionally and personally. We appreciate everything you do today and every day!
May 01, 2025
Leveraging Annuities During Market Uncertainty
Annuities can be a powerful tool for securing your investments—offering asset protection, tax deferral, guaranteed income, and peace of mind. Read this article to learn more.
April 18, 2025
We had such a wonderful time with everyone at our Client Appreciation Event at My Lady's Manor Steeplechase races on Saturday! 🏇🏻 We truly appreciate your trust in our team and are proud to have you as a client! We look forward to celebrating you at the racecourse again next year! 🏆
April 01, 2025
Three Strategies to Navigate Market Volatility
The middle of a period of market fluctuation is rarely the best time to adopt new investing strategies. But here are some actions you should consider.
March 31, 2025
An Important Update on Social Security Benefits
The Social Security Fairness Act was recently signed into law, repealing the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO). As a result, millions of affected individuals will see higher Social Security payments which may impact their tax strategy, withdrawal plan, Medicare premiums, and more. Check out the below article to learn more! 💸🔍
March 14, 2025
Beware of These Top Tax Scams When Filing Your Taxes
Filing season is a popular time for fraud - It's important to stay knowledgeable on common tax scams to help protect yourself! 🔒 Check out the below article that outlines key strategies for recognizing and avoiding common tax-related scams. 🔍
March 05, 2025
Remaining Disciplined During Market Downturns
Investors who remain committed to their financial goals in the face of short-term turbulence may experience advantages in the end.
