Gene G. Smith, CPA Smith, CPA, Author at RFM Financial Solutions, LLC

The Error-Proof Portfolio: Avoid These 'Investments' When Saving for Kids

Posted by Gene G. Smith, CPA Smith, CPA | Jun 22, 2011 | Education Planning

Although there are some immutable concepts in the realm of money and investing, such as “buy low and sell high” and “start early,” the best vehicles for achieving various financial goals tend to ebb and...

Mid Year Money Tips for Retirement Finance

Posted by Gene G. Smith, CPA Smith, CPA | Jun 20, 2011 | Personal Finance, Retirement Planning

Mid Year Money Tips for Retirement Finance

Twentysomethings Financial Milestones

Posted by Gene G. Smith, CPA Smith, CPA | Jun 15, 2011 | Investment Planning, Personal Finance

Growing up is hard to do. Your twenties are like no other point in time in your life where you are better able to set yourself up for financial success, but you can also turn the other way to financial failure if you are not...

The Deficit and Your Retirement

Posted by Gene G. Smith, CPA Smith, CPA | Jun 13, 2011 | Retirement Planning

Worried about Social Security and Medicare cuts? So are thousands of people. With our current economy and a climbing deficit, it leaves us wondering just how long these programs will last as is before going dry. It also has...

Tax-Free IRA Rollovers: 3 Things You Need to Know

Posted by Gene G. Smith, CPA Smith, CPA | Jun 8, 2011 | Personal Finance, Retirement Planning

If you have recently changed jobs, it is a good idea to take a look at your qualified retirement plan with your former employer. Rolling this over into your own individual retirement account will give you more control and...