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With the summer holidays just around the corner, this is the perfect time to enjoy time with family. Sometimes a difficult topic can come up - money. When it comes to this sometimes dicey subject we recommend clear communication.
Senior Financial Planner,
Bill Love, outlined important questions to consider and how we could be of service during these important conversations. Please
click here for his insightful blog post.
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Hikeschwender at Wissahickon Valley Park
As a way to honor our dear friend and colleague, John Hochschwender, we went on a hike at beautiful Wissahickon Valley Park. John passed away this February while cross country skiing in Colorado.
Over 20 RTD co-workers and their families came to honor his memory by doing something he loved - enjoying nature with friends.
May we all remember to do what we love with those we love. John exemplified this outlook during his life.
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Addressing Employees' Financial Well-Being
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Financial stress can impact your employees productivity. RTD's Retirement Plan Department has suggestions on how we can help your employees be better prepared for retirement. You can find them outlined in the following
blog post.
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Vacation's Positive
Side Effects
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Day to day stress can quickly wear away at our overall well-being. A vacation can be a great way to hit the reset button and come back to family and work obligations refreshed. This is not just from anecdotal or personal experience, Harvard Business School did research into the subject.
Click here to get the full story.
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RTD in the Community
Serving dinner at Astrazeneca's Hope Lodge has become an annual tradition at RTD Financial. This year we served "Breakfast for Dinner" to over 50 people going through different stages of cancer treatment.
To get more updates on what we're doing in the community please make sure to follow us on
LinkedIn or
Twitter. In addition to getting updates on our community involvement, you'll also find out about awards received by your RTD team and relevant financial planning articles.
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With unrelenting passion, RTD's mission is to help our clients achieve
financial freedom so they may experience balanced and fulfilling lives. |
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Atlanta Office
Two Ravinia Drive,
Suite 960
Atlanta, GA 30346
Johnstown Office
1 Pasquerilla Plaza,
Suite 127
Johnstown, PA 15901
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Headquarters
30 S. 17th Street,
Suite 1620
Philadelphia, PA 19103
Bala Cynwyd Office
Two Bala Plaza,
Suite 300
Bala Cynwyd, PA 19004
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West Chester Office
121 N. Walnut Street,
Suite 190
West Chester, PA 19380
Cherry Hill Office
1820 Chapel Avenue,
Suite 160
Cherry Hill, NJ 08002
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RTD Financial Advisors, Inc. is a registered investment advisor with the SEC. The information presented here is for educational purposes only and is not intended to be a recommendation to choose an investment or investment strategy based on the contents of this newsletter.
All investment strategies have the potential for profit or loss. Changes in investment strategies, contributions or withdrawals may materially alter the performance and results of your portfolio. Past performance may not be indicative of future results. Therefore, no current or prospective participant should assume that the future performance of any specific investment, investment strategy or product made reference to directly or indirectly, will be profitable or equal to past performance levels. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client's investment portfolio. Historical performance results for investment indexes and/or categories, generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment-advisor fee, the incurrence of which would have the effect of decreasing historical performance results. Economic factors, market conditions, and investment strategies will affect the performance of any portfolio and there are no assurances that it will match or outperform any particular benchmark. If there is any doubt over the appropriateness of a particular investment then you should seek independent advice. Tax treatment depends on the individual circumstances of each investor and may be subject to change in the future. Each person should seek independent advice from professionals based on his or her individual circumstances.
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