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.
Medicare Advantage 101
Overview of Medicare Advantage, what’s in them, special rules, and more.
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Consider Keeping Your Life Insurance When You Retire
Reasons to retain your coverage into your retirement years.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
It sounds simple, but paying yourself first can really pay off.
What’s the deal with your yearly free credit report?
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
This questionnaire will help determine your tolerance for investment risk.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to estimate your capital gains tax.
Determine your potential long-term care needs and how long your current assets might last.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
For women, retirement strategy is a long race. It’s helpful to know the route.
Do you have causes that you want to support with donations?
Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
Even low inflation rates can pose a threat to investment returns.
Understanding the cycle of investing may help you avoid easy pitfalls.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.