Blog
Welcome to the Finances for Life blog brought to you by the team at Rinvelt & David. We’re here to discuss the financial topics that mean the most to you with the honesty, (hopefully) humor, and expertise that our team has come to be known for among our clients and friends. You’ll always find something educational and informative here with the intent to prepare you to manage your finances for life!
Navigating the Transition to Retirement: A Practical Guide
Once full-time work becomes optional and you transition to retirement, life can change in two ways at once: how you fund your lifestyle and how you fill your days. The transition to retirement touches income, taxes, healthcare, and...
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Mortgage Decisions in the Home Stretch: Should You Refinance Before You Retire?
As retirement gets closer, major financial decisions can be more consequential. Deciding what to do about your mortgage is one of them. Refinancing before retirement may lower payments, create more predictable cash flow, or provide...
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Ready to Step Back, Not Step Away: Exit Strategies for Owners Nearing Retirement
For many business owners, retirement planning starts with one hard question: how do you turn a closely held company into usable wealth without rushing the transition or weakening what you built? A sound exit strategy connects the...
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Small Business Loans: A Practical Guide For Owners And Partners
Small-business loans can help fund equipment, working capital, expansion, real estate, or refinancing, but the right structure depends on how the borrowed dollars will be repaid. For owners and partners, the strongest borrowing...
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Curating Your Legacy: Estate Strategies for Art, Wine, and Other Illiquid Collections
High-value collections tell a story, often across decades of discerning choices and careful stewardship. Translating that story into an enduring, effective estate plan requires more than a simple will. It calls for a framework that...
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Preserving Legacy and Leadership: A Guide to Family Business and Succession Planning
Owners nearing retirement face two parallel tasks: deciding what they’re passing on and how to pass it on through thoughtful family business and succession planning. A well-structured approach helps you translate values into documents,...
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How to #DoTheMath for a Budget You’ll Actually Use
Now that we have talked about why budgeting matters, let’s talk about how to start. This part can feel a little daunting at first: gathering statements, organizing numbers, and looking honestly at where money comes in and where it goes...
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Why You Should #DoTheMath
There are plenty of ways to talk about money and how we use it. Cash flow. Nest egg. Slush fund. Finances. But “budget” is the word that tends to make people tense up. That reaction is understandable. Looking closely at where money...
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Welcome to Our Blog!
For our first blog post, we want to provide you with some insight into who we are and why our clients work with us. This is a quick view of our team, with the hope that you'll be interested in finding out more!
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