Retirement Plan Advisors

09/17/2026

Proud to support a great cause in our Florida community.

⛳ RPA Financial Advisor Kendal Shaw participated in the Pasco County Firefighters Local 4420 9/11 Memorial Golf Tournament, helping raise funds for local firefighter charities.

It was an honor to support an event that remembers, gives back, and makes a lasting impact.

09/14/2026

The largest wealth transfer in U.S. history is underway, yet many families haven’t talked about how inherited assets will be managed, transferred, or used.

Whether you’re planning to leave a legacy or expect to receive an inheritance, having those conversations today can prevent confusion tomorrow. Your RPA Financial Advisor is available to help you think through these decisions and major life events.

This article from Kiplinger offers a look at how real families are handling the “Great Wealth Transfer”:

Kiplinger is exploring the Trillion Dollar Talk. Join us to see what we've found and how we can help you.

09/11/2026

📚 New school year. New routines. New expenses.

From education costs and household expenses to retirement savings, many families are balancing competing financial priorities this time of year.

Having a strategy can help ensure today’s financial priorities don’t come at the expense of tomorrow’s goals.

Questions about your financial plan? Your RPA Financial Advisor is available to help.

09/09/2026

🏈 Football season is officially here!

From college football Saturdays to NFL Sundays, RPA employees and advisors will be cheering on their favorite teams all season long.

Check out who we’re rooting for, and tell us who you think will win it all ⬇️

09/04/2026

In observance of Labor Day, RPA’s offices will be closed Friday, September 4 and Monday, September 7.

Please join us in honoring the dedication and contributions of the workers who keep our communities running everyday.

We wish everyone a safe and enjoyable holiday weekend!

09/01/2026

What happens after the retirement party ends?

For many retirees, the first year brings a mix of new routines, adjustments, and opportunities.

Our latest monthly financial article explores what this transition can look like and how to navigate this new chapter.

📖 Read and share:

Learn about the financial, emotional, and lifestyle adjustments many retirees experience during their first year.

08/28/2026

Financial decisions rarely happen in isolation.

Whether it's saving for retirement, funding a child’s education, evaluating a housing decision, or managing everyday expenses, many families are balancing competing priorities.

This Kiplinger article offers a helpful reminder that major financial goals are often interconnected, and that understanding how one decision affects another can lead to more thoughtful planning.

Taking a step back to consider the bigger picture is an important part of making confident financial decisions.

⚖️ Worth a read:

A couple with three kids wants to upsize their home before retiring. Advisers tell our Wealth Wise advice column how to make it work.

08/26/2026

🐾 Happy National Dog Day from RPA!

Today we’re celebrating some of our favorite four-legged coworkers and loyal companions.

Meet the pups of Team RPA and help us celebrate National Dog Day. 🐶

08/20/2026

Saving is important. Having a plan is, too.

LIMRA’s new Retirement Income Readiness Report found that individuals with a written retirement plan are more confident about their retirement readiness.

Your RPA financial advisor can help you define your goals, document a personalized strategy, and stay on track over time.

🔗 Read more from PLANADVISER:

A LIMRA study finds most pre-retirees have thought about how they will generate income in retirement—but many have not acted upon their intentions.

08/17/2026

At RPA, our team members bring more than financial expertise to the table.

Each summer, colleagues across our Michigan and Wisconsin offices raise and release monarch butterflies, supporting conservation efforts through a hobby that’s become a tradition.

Want to learn more about monarch butterflies and how you can help? Visit the U.S. Fish and Wildlife Service's Save the Monarch resource: https://www.fws.gov/our-work/pollinators/save-monarch

And stay tuned for a migration season update. We’ll share the number of monarchs released by our team. 🦋

h/t Eric Mitchell - RPA Investment Advisor Representative, Dan Dodd, Angel Tullar, Deb Fitzgerald