Financial Advice for the Real World™
Within any industry, there exists academic types who tell us how things should work. Their solutions are based in theory, and seem simple and straight forward as a result. The financial services industry is unfortunately no exception. In fact, our industry increasingly values theory and generalization as a core offering to clients. And while the simplicity proves profitable toward maximizing the number of clients served - while minimizing the time it takes to do so – it has also led our industry to being trusted less and less with each passing day.
At Round Hill Wealth Management, we take financial theory and adapt it to the Real World. We remain acutely aware of the past – yet focus on the present and what it may mean for the future. We acknowledge the psychology of investing unique to each individual client – and never ignore it in favor of our own opinions. Our resources are dedicated to creating an exceptional experience for all clients – rather than maximizing the number we serve. And while we relish the friendships we have made with clients, we always understand that we are hired first and foremost as a trusted financial advisor.
Less theory, more reality – that’s Financial Advice for the Real World™. It’s not a slogan – it is our mission.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
A few strategies that may help you prepare for the cost of higher education.
Learn about clauses in the SECURE Act that affect 401Ks, students, and families.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
What kind of auto insurance should you have? Do you know?
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator can help you estimate how much you may need to save for retirement.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator may help you estimate how long funds may last given regular withdrawals.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
For women, retirement strategy is a long race. It’s helpful to know the route.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
There are a few things to consider when buying or leasing your next vehicle.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Explaining the SECURE Act and how the changes affect your retirement strategy.