Skip to main content
Rich Wealth Planning
menu
  • Home
  • About
    • About Us
    • Meet Our Team
    • Meet Your Advisor
    • Our Process
    • Who We Serve
    • Community Involvement
    • Who is LPL
  • Services
  • Resources
    • Blogs
    • Financial Calculators
    • Useful Links
    • Events
  • Ask a Question
  • Client Login
  • Photo by Jenny Drew photography

Blog

ceramic-piggy-bank
Alfred Rich | Oct 4, 2021

Easy Ways to Financial Health

Lifestyle
We all have our own unique way of handling our finances. While some of us are natural born savers, others may have a hard time making it to the next paycheck
Read More
Cards-wallet
Alfred Rich | Sep 30, 2021

Credit Cards versus Debit Cards

Savings
Credit
Most consumers typically have both a credit card and a debit card. Of course, the biggest difference between the two is that a debit card will immediately take
Read More
Avoiding Retirement Woes
Alfred Rich | Sep 27, 2021

Avoiding Retirement Woes

Savings
Retirement

How to Avoid Retirement Woes

According to the American Institute of CPAs (AICPA), the top concern of retirees is running out of money. While it’s a known fact

Read More
Img
Alfred Rich | Sep 23, 2021

Planned Giving Goes Further

Finance
Tax Planning
There are many ways that we support our favorite charitable causes. However, one of the most beneficial ways to support a favorite charity now and into
Read More
Stock Image
Alfred Rich | Sep 20, 2021

How to Protect Your Personal Data Online

Privacy
Technology
Data breaches, once a fairly rare occurrence, have become more frequent as hackers become more skilled in their ability to extract personal data from popular
Read More
Finance
Alfred Rich | Sep 16, 2021

AICPA Highlights 5 Recent Personal Finance Trends

Finance
The American Institute of CPA’s (AICPA) recently published a list of personal finance trends that we should all be concerned about. These trends highlight the
Read More
Img
Alfred Rich | Sep 13, 2021

How to Protect Your Identity

Privacy

More than 60 million Americans had their identities stolen in 2018, a significant increase from 2015, where more than 15 million consumers were affected. With

Read More
Paying off Student Loans
Alfred Rich | Sep 9, 2021

Paying off Student Loans

Finance
Education
College

In 2018, student loan debt in the U.S. reached $1.5 trillion. With a continued increase in college tuition, it's likely that even more young adults will be

Read More
image
Alfred Rich | Sep 6, 2021

Why Financial Literacy is Important

Finance

Being financially literate in today’s economic climate is more important than ever. Understanding finances can help you make better money management decisions

Read More
Alfred Rich | Sep 2, 2021

Social Security Facts for 2019

Finance

As of December 2018, more than 43.7 million retired Americans collected Social Security, with more than 8 million disabled workers collecting benefits as well

Read More
Stock
Alfred Rich | Aug 30, 2021

Keeping your Personal Finances in Shape

Finance

While it may be prudent to use a financial professional when you start your investment journey, there are a lot of things you can do before you ever speak to a

Read More
Stock
Alfred Rich | Aug 26, 2021

How to Avoid Emotional Investment Choices

Investments

 

 

Investing is a marathon, not a sprint. It takes guts to stick to your plan and avoid selling into a bad market. “Buy low, sell high” seems easy enough

Read More

Pagination

  • First page « First
  • Previous page ‹ Previous
  • Page 7
  • Page 8
  • Page 9
  • Page 10
  • Page 11
  • Page 12
  • Current page 13
  • Page 14
  • Page 15
  • Next page Next ›
  • Last page Last »

About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client's trusted advisor.

Contact Us

239-800-0003
al.rich@lpl.com

Menu

  • About
  • Contact
  • Privacy Policy

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

The LPL Financial Registered Representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed.  No offers may be made or accepted from any resident of any other state.

Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

LPL Financial Form CRS

© 2025 Rich Wealth Planning All rights reserved.