Welcome to the R² Wealth Management Partners website!! Here you will find a wealth of information in the form of newsletter articles, calculators, and research reports.
We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.
We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.
Newsletters
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Sequence Risk: Preparing to Retire in a Down Market
This article offers a strategy that may help address sequence risk — the danger of poor investment performance at the outset of retirement.
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Take Advantage of Deductions for Business Investments
A look at bonus depreciation and Section 179, plus CARES Act changes that may benefit companies that reconfigured spaces for safety reasons.
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Investing in UITs
A Unit Investment Trust is structured differently than a mutual fund or ETF. Could its unique features help you ladder your investments?
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Return of Premium Life Insurance: Protection and Cash Back
This article provides an overview of the pros and cons of a type of term policy – return of premium life insurance.
Calculators
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Credit Card Debt
How Long Will It Take to Pay my Balance?
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.