Don’t let short-term uncertainty push you into long-term mistakes. 

In this month’s letter, Judy Rubino, CFP, explains why it can be very risky to sell because markets feel “too high” or because the political climate is too uncertain. But that’s not the same thing as never selling or doing nothing. Judy explains when it does make sense to make changes, whether for liquidity needs or shifting goals.

Even financially secure retirees often struggle with spending their money. This article explores why so many are hesitant to enjoy what they've saved—and how planning can help break through the psychological barriers to a more fulfilling retirement.

We’re starting the new year with a focus on client service. Specifically, this post will re-introduce all the valued members of the RSMA Wealth Management team, who are here and ready to serve you.

The end of the year is great time for reflection and relaxation, particularly during the holiday season. It’s also a great time to do a little bit of planning. In this piece, we offer four conversation starters for discussing wealth planning concepts with family.

The country’s first state mandated, publicly funded long-term care insurance (LTC) program went into effect last year, in Washington state. Its aim is to address the massive financial burden that long-term care is placing on families, especially those with around-the-clock needs.