RFinances

RFinances is a Team of Financial Advisors Who Build Simple to Follow Financial Plans That Fit Your Li

Providing 1-on-1 Financial Advising to Build Simple to Follow Financial Plans That Fit Your Life. Partnership Opportunities with Businesses, Churches and Community Groups to Provide Financial Workshops.

07/04/2024

04/08/2024

Did you contribute to an IRA in 2023? If not, you have about 1 week left to do so. Let’s talk and figure out what is right for you: https://schedule.rfinances.com

03/12/2024

Have you done coaching with us or attended an event? Please leave us a Google Review so others can hear your experience and be encouraged to attend. Thanks!

Leave Review: https://g.page/r/CSCWstyjJi79EAI/review

03/11/2024

Are you fighting debt with a shotgun or rifle?

Most people make the mistake of paying debt with a “shotgun” approach. They scatter money at all of their debts and don’t get very far.

You must have a rifle approach where you have a plan to be strategic, accurate and eliminating debt one-by-one.

We help families go from their shotgun approach which would take 20+ years to be debt free to a rifle approach and debt free in 10 years or less - including the house!

Get your plan today: https://schedule.rfinances.com

02/08/2024

Had a great time doing a workshop at Hampton Christian Church DOC last night! Get your church to join in our mission of promoting stewardship by building financially strong families! Call 484-529-4370 or schedule a call today to learn more: https://schedule.rfinances.com/ #/host

01/30/2024

Be on the lookout for tax forms. In most situations, tax forms will be mailed out by Jan 31 so you should be receiving them in the next couple weeks. Tax deadline is April 15.

What to look for…

-IRA - if you did NOT take money out of your account, you will NOT receive a tax form. Simply look at your year end statement and report how much you contributed to the account for the year.

-Non-Retirement Account - You WILL receive a tax form. These forms sometimes take longer to receive if you made exchanges or took withdrawals from the account.

-Bank Savings Accounts, Investment Property Statements, W2 from work or 1099s.

01/15/2024

Did you know the IRS raised the limits for retirement accounts for 2024? If you are already contributing monthly and maxing your account, it’s time to increase your investment.

2024 IRA Limits

Under 50: $7000 ($583 per month)
Over 50: $8000 ($666 per month)

Need to increase your monthly investment? Give your advisor a call today.

Need to start getting money working for you so someday you don’t have to work for money? Schedule coaching: https://schedule.rfinances.com

01/10/2024

2023 IRA Limits

Under 50: $6500
Over 50: $7500

Need to fund or start an IRA, schedule coaching: https://schedule.rfinances.com

01/03/2024

Our next “You & Your Money” workshop series starts Tuesday January 9 at 6:30pm at the Literacy Council of Reading Berks. Register Now & Invite Your Friends: https://schedule.rfinances.com/ #/customer/lcrb-jan2024

Address

Ephrata, PA

Telephone

+14845294370

Website

http://www.rfinances.com/

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RFinances “Coaching Communities”

After 9 years of service in the U.S. Army, Ryan Daniels (RFinances, founder) started working with a financial broker in Williamsburg, VA. It was there he found a passion for educating families about personal finance. In hopes of giving back to his hometown, Ryan and his family moved back to the Reading area in 2019 and started RFinances.

RFinances partners with organizations throughout communities to provide FREE educational workshops for people to learn how to go from where they ARE to where the WANT to be financially. It is a strong belief that if people know better they can do better. Having a basic financial education can help a family avoid costly mistakes and provide them a road map to the most important goals.

RFinances continues “Supporting communities by building financially strong families”.