Skip to main content
  (217) 698-4844   rga@rga-advisors.com
  •  

  • Home
  • About 
    • Our Philosophy
    • Our Process
    • Our Team
  • Our Services 
    • Fee-Only Financial Planning
    • Wealth Management
    • Retirement Planning
    • Investment Management
    • Business Consulting
    • Financial Education
  • Blog
  • Resources 
    • Useful Websites
    • Calculator Library
    • Video Library
  • Contact

    You are here

  1. Home
  2. Retirement

Retirement

It's Never Too Late to Save for Retirement

Submitted by Robert Gordon & Associates, Inc on January 19th, 2023

Retirement can sneak up on you.

Tags:
  • Budget
  • CFP®
  • Debt
  • Estate Planning
  • Financial Planning
  • Healthcare
  • Investing
  • Long-Term Planning
  • Retirement
  • Savings
  • Read more

Secure Act 2.0 - What's It All About?

Submitted by Robert Gordon & Associates, Inc on January 19th, 2023

In one of its final acts of 2022, Congress approved a massive year-end spending bill that includes the long-anticipated retirement savings package known as SECURE Act 2.0.  

Tags:
  • Budget
  • CFP®
  • Debt
  • Estate Planning
  • Financial Planning
  • Healthcare
  • Investing
  • Long-Term Planning
  • Retirement
  • Savings
  • Tax
  • Read more

‘Just stop buying lattes’: The origins of a millennial housing myth

Submitted by Robert Gordon & Associates, Inc on July 18th, 2022

Financial gurus want young home shoppers to stop complaining and cut back on small luxuries. But there are broader affordability issues at play.

Consider the 21st century’s most ubiquitous piece of financial advice: “Can’t afford a house? Just stop buying lattes.”

Tags:
  • Budget
  • CFP®
  • Debt
  • Financial Planning
  • Investing
  • Long-Term Planning
  • Real Estate
  • Retirement
  • Savings
  • Read more

Retiring as a Small Business Owner

Submitted by Robert Gordon & Associates, Inc on October 14th, 2020

There are over 30 million small businesses in the United States. Many people start their own businesses in order to become their own boss and take control over their schedules, career goals and finances. It can be incredibly rewarding to start and own a successful small business. But one thing that many small business owners may not think about is a retirement plan. 

Tags:
  • Asset Allocation
  • Budget
  • CFP®
  • Debt
  • Estate Planning
  • Financial Planning
  • Invest
  • Long-Term Planning
  • Retirement
  • Savings
  • Read more

Preparing for an Early or Unexpected Retirement

Submitted by Robert Gordon & Associates, Inc on September 23rd, 2020

More Americans are retiring earlier than you might think

Tags:
  • Budget
  • Estate Planning
  • Financial Planning
  • Healthcare
  • Investing
  • Long-Term Planning
  • Retirement
  • Saving
  • Taxes
  • Read more

The Pros and Cons of a Roth IRA Conversion

Submitted by Robert Gordon & Associates, Inc on July 21st, 2020

Taxes, whether we admit it or not, drive a lot of our personal finance decisions. Avoiding or lowering them can influence where we choose to live, what kind of car we buy, where we send our children to school, whether we purchase a house, and many other everyday decisions. Everyone tries to limit the amount of taxes they pay. Taxes play a large role when we invest for retirement, as well.

Tags:
  • Budget
  • CFP®
  • Debt
  • Estate Planning
  • Financial Planning
  • Investing
  • Long-Term Planning
  • Retirement
  • Savings
  • Read more

5 Reasons Roth IRAs Won’t Be Taxed

Submitted by Robert Gordon & Associates, Inc on July 20th, 2020

The rationale for speculation over taxing Roth IRA withdrawals is that the tax break looks far too generous. Other tax-sheltered retirement plans, after all, are merely tax-deferred—meaning you’ll pay taxes on them eventually. The earnings on Roth IRAs are effectively tax-exempt.

Tags:
  • CFP®
  • Estate Planning
  • Financial Planning
  • Investing
  • Retirement
  • ROTH
  • Savings
  • Traditional IRA
  • Read more

Book a Meeting

Tell a Friend

Looking to learn more?

Get in touch today

Contact Us

Additional info

  • Sitemap
  • Legal, privacy, copyright and trademark information

Contact info

  •   1201 South Veterans Parkway, Springfield, Illinois 62704
  •   (217) 698-4844
  •   nic@rga-advisors.com

Contact us

Attention:

Robert Gordon & Associates, Inc. will never ask you for personal information via unsecured e-mail. Please be cautious of any correspondence that appears to come from Robert Gordon & Associates, Inc. or Charles Schwab that asks you to click on a web link or send personal information. Call and inform us of any questionable correspondence. If you are unsure, please call us. We welcome any reason to talk to our clients. Thank you.

RGA Privacy Policy       Current SEC Disclosure Brochure     Form CRS    Schwab Privacy

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

© 2023 Robert Gordon & Associates, Inc.. All rights reserved.

Website Design For Financial Services Professionals