Skip to main content

RMT Wealth Management | Tax Efficient Investment Strategies

  • Home
  • About 
    • About RMT
    • 6 Step Process
    • FAQs
  • Our Services 
    • Retirement Planning
    • Estate Planning
    • Planning for College
    • 60 Minute Consultation
    • Tax Planning
    • Setting Your Goals
  • Resources
    • Recommendations
    • Document Checklist
    • Financial Calculators
    • How Much House Can You Afford?
    • Rework your budget
    • Inflation impact on retirement
    • how will my savings grow?
    • Retirement fund
    • Mortgage Calculator
    • How Much Car Can You Afford?
  • Blog
  • Contact
  • Client Login

    You are here

  1. Home
  2. Blog

Blog

Medicare in 2021: Here’s What You Need to Know

Submitted by RMT Wealth Management | Tax Efficient Investment Strategies on June 30th, 2021

Many older Americans rely on Medicare for their health care needs. But it’s not always easy to figure out what’s covered and how much it will cost. Medicare benefits change from year to year, and 2021 is bringing an increase in premiums for participants. The good news is, there are other ways to save on Medicare costs.

  • Read more

Should You Retire at the Same Time As Your Spouse?

Submitted by RMT Wealth Management | Tax Efficient Investment Strategies on February 3rd, 2021

If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the same time.

  • Read more

What You Should Know About Certified Financial Planners

Submitted by RMT Wealth Management | Tax Efficient Investment Strategies on July 24th, 2020

Certified Financial Planners (CFP) can stand out from a rather crowded field of financial professionals for a variety of reasons. One of the most important reasons is that Certified Financial Planners are mandated to act as a fiduciary, meaning that they are required to put their client’s interests and needs ahead of his or her own.

  • Read more

Is Now the Time to Give Yourself a 401(k) Loan?

Submitted by RMT Wealth Management | Tax Efficient Investment Strategies on July 24th, 2020

In planning how to finance a large purchase before age 59 ½, it’s common to consider the idea of taking a withdrawal or a loan from a 401(k) or another retirement account. Taking money from your retirement funds is not a decision to be made lightly and can come with a few undesirable consequences.

  • Read more

Financial FAQs

Submitted by RMT Wealth Management | Tax Efficient Investment Strategies on September 25th, 2018

Here are the answers to some of the most frequently asked financial questions.  

I’ve just started my first job.  Do I really have to start saving for retirement now?

  • Read more

Video: What’s Your Risk Management Plan?

Submitted by RMT Wealth Management | Tax Efficient Investment Strategies on November 3rd, 2017

What exactly does it mean to “fully” protect your financial future?

 

Infographic: 6 Easy Organization Tips to Take Time off of Taxes

Submitted by RMT Wealth Management | Tax Efficient Investment Strategies on September 6th, 2017

6 organization tips taxes.jpg

Resources:

  • Read more

Think You’re Covered for Travel Abroad? Think Again

Submitted by RMT Wealth Management | Tax Efficient Investment Strategies on July 7th, 2017

World travel, both for business and pleasure, is on the rise again and with it the risk exposures for travelers. Liabilities and risks that most people typically cover with a typical homeowner’s policy or travel benefits from their credit card companies are multiplied when traveling the globe.

  • Read more

Video: Finance 101: A Lesson in Helping your Student Pay for College

Submitted by RMT Wealth Management | Tax Efficient Investment Strategies on June 6th, 2017

Your student is planning on following in your footsteps and will be receiving that admissions letter of acceptance sooner than you think.

 

Smart Taxes: Roth IRA

Submitted by RMT Wealth Management | Tax Efficient Investment Strategies on April 21st, 2017

Without fail as Tax Day approaches every year, the mind whirls while you check boxes and fill in numbers about everything you could have, should have, would have done to save more money on taxes. Could you have saved more? Invested better? Been smarter at charitable giving? Probably.

  • Read more
  • 1
  • 2
  • next ›
  • last »

Recent Blog Posts

  • Medicare in 2021: Here’s What You Need to Know
  • Should You Retire at the Same Time As Your Spouse?
  • What You Should Know About Certified Financial Planners

Archived Blog

  • June 2021 (1)
  • February 2021 (1)
  • July 2020 (2)
  • September 2018 (1)
  • November 2017 (1)
  • September 2017 (1)
  • July 2017 (1)
  • June 2017 (1)
  • April 2017 (1)
  • January 2017 (1)
  • November 2016 (1)
  • October 2016 (1)
  •  
  • 1 of 2
  • ››

Categories

  • diversification (1)

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Phone: 201-226-1040
Fax: 201-226-1312
Toll Free:

Email: rtroyano@rmtwealthmanagement.com

299 Market St., Suite 330, Saddle Brook, NJ 07663

Get Directions

  • Sitemap
  • Legal, privacy, copyright and trademark information

Securities offered through Grove Point Investments, LLC, member FINRA, SIPC. Investment Advisory Services offered through Grove Point Advisors, LLC. Grove Point Investments, LLC & Grove Point Advisors LLC are subsidiaries of Grove Point Financial, LLC. RMT Wealth Management is not affiliated with Grove Point Financial, LLC or its subsidiaries. Click here to view Form CRS.

© 2022 RMT Wealth Management . All rights reserved.

Website Design For Financial Services Professionals