Financial Education

So, you have a “guy”. Is he a holistic Advisor?
Amanda Clouser, CFA, CFP®
September 17, 2018

Holistic Financial Advisor: We are often asked: What is the difference between Advisors/Planners, Investment Managers, and Brokers/Agents?

What Is the Yield Curve? | Yield Curve Basics
Ted Toal, CFP®
September 25, 2018

Headline-grabbing yield curve commentary somehow sounds important, doesn’t it? But what is the yield curve, and what does it have to do with your investments?

Child Identity Theft - Protect Your Kids
Ted Toal, CFP®
April 30, 2019

Child identity theft. The Maryland Attorney General warned the Equifax breach affected that as many as 3 million Maryland residents.

Annuity Awareness Month - Beware
Amanda Clouser, CFA, CFP®
June 4, 2019

June is Annuity Awareness month. But, is an annuity the right choice for you?

16 Things to Prepare for the Next Recession
Ted Toal, CFP®
November 8, 2019

A few short months ago, the media and market pundits warned us that a recession was “highly likely” in 2020. But the recession never came.

A Guide to the Paid Leave Benefits
Amanda Clouser, CFA, CFP®
March 25, 2020

The Families First Coronavirus Response Act gives paid leave to workers who did not have it and extend paid leave for workers who only received a few days.

COVID-19 Scams to Be Aware of During the Pandemic
Ted Toal, CFP®
April 9, 2020

Scammers are using phishing emails, phone calls, and texts to take advantage of the current state of fear and confusion, amidst the COVID-19 pandemic.

Paycheck Protection Program for Small Business Owners
TED TOAL, CFP®
April 11, 2020

Under the CARES Act, the Small Business Administration will oversee the Paycheck Protection Program, which will distribute $350 billion to small businesses.

How to Work Remotely: 7 Tips For Making Your Life Easier
TED TOAL, CFP®
May 9, 2020

As we all adjust to our "new normal" and learn how to work remotely for the foreseeable future, you can make things easier with these 7 helpful tips.

Fee-Only Independence | RCS Financial Planning
TED TOAL, CFP®
May 17, 2020

A widely misunderstood concept is the distinction between a financial advisor who is a fiduciary and a salesperson affiliated with proprietary products.

What Is a Fiduciary, and Why Does It Matter?
AMANDA CLOUSER, CFA, CFP®
August 3, 2020

What is a Fiduciary? According to the SEC, fiduciary advisors must act in the best interest of their clients and not place their own interests fist.

How Much Does it Cost to Buy a House?
ADAM BOSMA, MBA
August 13, 2020

How Much Does it Cost to Buy a House? Beyond mortgage and insurance, there are additional costs all new homeowners need to factor into their buying budget.

When's the Best Time to Buy? A 12-Month Breakdown
AMANDA CLOUSER, CFA, CFP®
August 13, 2020

In the modern market, it's easy to buy anything you want whenever you want. Here's a 12-month breakdown of when to buy certain items.

CARES Act Summary | Key Provisions
TED TOAL, CFP®
September 3, 2020

Here is a CARES Act Summary with many of the key provisions within the CARES Act.

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About Us

At RCS Financial Planning, our mission is clear and straightforward: to provide personalized wealth planning and investment advice that minimizes our clients' financial concerns and maximizes their long-term peace of mind.. We firmly believe that a true financial partner shows you how to make the best choices for your future by always focusing on your needs first. And our fee-only service model ensures there is no conflict of interest.

series
Choosing The Right Finnancial Advisor
Ted Total, CFP®
January 16th, 2020
What Plan Is Right For You?
Ted Total, CFP®
March 18th, 2020
Where To Start Saving?
Ted Total, CFP®
june 12th, 2020
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