Larry Moskat, CFP®-practitioner and the RIIA Team

 

  

                                                                                                      

We are specialists in two distinct areas.

 

 

 

 Creating sustainable and predictable retirement income, including Roth IRA conversions, together with the diagnosis and treatment  of wounded retirement  income  plans.

and

Providing experienced counsel on navigating the complexities of leaving or receiving an inheritance. 

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 How do we get started?  

Click here to read about working with RII Advisors.

  Click on the button below to view a sample client plan...

 

In this era of profound uneasiness and disruption, it might seem there is nowhere to turn and little reason to have hope.  Even if  you have sustained financial wounds, we believe there is room for hope and we've found that many whom we've counseled are not in as bad a shape as they originally thought. There is hope!

We will meet with you on a "get-acquainted" basis for no fee and give you an honest assessment of your situation and whether or not you might be able to be helped in planning your retirement income and recovering from any  sustained financial injuries.

If yours is a wounded heart, arising from the loss of a loved one, we work with compassion in helping you understand your options  to lessen the impact from  the dozens of questions related to dealing with a loved one's estate and assets

 

 
Calculators

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Car Affordability

How much can you afford to pay for a car?

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

More Calculators →

Newsletters

Small Business Offered Rare Health Insurance Incentives

Many of the precious few incentives for employers in the Patient Protection and Affordable Care Act are targeted to small business.

An Estate is a Terrible Thing to Waste

A will is certainly the best place to start. However, the goal of any estate strategy should be a smooth transfer of wealth to your heirs.

HOT TOPIC: What You Don't Know About Life Insurance

The common perception is that life insurance is primarily needed to help protect young families in the event that a major wage earner dies before the children are grown. The reality is that far more people either need or could benefit from owning the appropriate life insurance policy.

HOT TOPIC: New Rules Likely Making Credit Cards More Expensive

New rules designed to limit credit-card issuers from quietly raising interest rates and fees will undoubtedly help consumers become more aware of the terms and conditions on their credit cards. But the real news is that the Credit Card Accountability, Responsibility and Disclosure Act of 2009 (CARD) may actually be making credit cards more expensive to use.

More Newsletters →