When Performance Matters
For over 19 years, RG Advisors, Inc. has assisted our clients in sound financial planning and risk managed investment strategies for individuals and businesses. During that time, like many of you, we have seen and experienced both the ups and downs of the economy. Like life, we believe that proper planning during the good times enable you to weather the bad.
Whether you’re concerned with funding your children's or grandchildren's education, addressing your retirement needs, estate planning & survivorship appropriations, or managing taxation, our seasoned financial advisors are committed to helping your pursue your financial goals.
As an independent firm based in Dallas, Texas, we offer objective financial advice.
The result: Disciplined asset management and growth programs with the objective to provide financial confidence..
Helpful Content
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial advisor about changes in your situation.
Understanding Homeowner’s Insurance
Purchasing homeowners insurance is critical for protecting your home.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Mastering Mobile Lingo
Can you keep up with your children’s mobile slang?
Thinking of Retiring Abroad?
However exciting retiring abroad may sound, it deserves considerable planning.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime
Four vacation destinations you might never have thought of.
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
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Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Doubling Your Money
This calculator demonstrates the power of compound interest.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
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An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
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Retirement Redefined
Around the country, attitudes about retirement are shifting.
Can Election Results Predict the Market?
How do the markets usually react to elections? Was the 2016 election any different?
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?