Retirement Plan Advisors

🏈 Football season is officially here!

From college football Saturdays to NFL Sundays, RPA employees and advisors will be cheering on their favorite teams all season long.

Check out who we’re rooting for, and tell us who you think will win it all ⬇️

In observance of Labor Day, RPA’s offices will be closed Friday, September 4 and Monday, September 7.

Please join us in honoring the dedication and contributions of the workers who keep our communities running everyday.

We wish everyone a safe and enjoyable holiday weekend!

What happens after the retirement party ends?

For many retirees, the first year brings a mix of new routines, adjustments, and opportunities.

Our latest monthly financial article explores what this transition can look like and how to navigate this new chapter.

📖 Read and share:

First Year of Retirement | Retirement Plan Advisors Learn about the financial, emotional, and lifestyle adjustments many retirees experience during their first year.

Financial decisions rarely happen in isolation.

Whether it's saving for retirement, funding a child’s education, evaluating a housing decision, or managing everyday expenses, many families are balancing competing priorities.

This Kiplinger article offers a helpful reminder that major financial goals are often interconnected, and that understanding how one decision affects another can lead to more thoughtful planning.

Taking a step back to consider the bigger picture is an important part of making confident financial decisions.

⚖️ Worth a read:

With $4 Million and College Tuition Looming, Advisers Say 'Maybe Don't Buy That Bigger House.' A couple with three kids wants to upsize their home before retiring. Advisers tell our Wealth Wise advice column how to make it work.

🐾 Happy National Dog Day from RPA!

Today we’re celebrating some of our favorite four-legged coworkers and loyal companions.

Meet the pups of Team RPA and help us celebrate National Dog Day. 🐶

Saving is important. Having a plan is, too.

LIMRA’s new Retirement Income Readiness Report found that individuals with a written retirement plan are more confident about their retirement readiness.

Your RPA financial advisor can help you define your goals, document a personalized strategy, and stay on track over time.

🔗 Read more from PLANADVISER:

Retirement Confidence Can Be Boosted by Financial Advice, Written Plan | PLANADVISER A LIMRA study finds most pre-retirees have thought about how they will generate income in retirement—but many have not acted upon their intentions.

At RPA, our team members bring more than financial expertise to the table.

Each summer, colleagues across our Michigan and Wisconsin offices raise and release monarch butterflies, supporting conservation efforts through a hobby that’s become a tradition.

Want to learn more about monarch butterflies and how you can help? Visit the U.S. Fish and Wildlife Service's Save the Monarch resource: https://www.fws.gov/our-work/pollinators/save-monarch

And stay tuned for a migration season update. We’ll share the number of monarchs released by our team. 🦋

h/t Eric Mitchell - RPA Investment Advisor Representative, Dan Dodd, Angel Tullar, Deb Fitzgerald

There are just 142 days remaining in 2026. Have you checked your retirement plan contributions lately?

There’s still time to make meaningful progress toward your retirement goals this year. A quick review today could help you make the most of the months ahead.

📄 View RPA’s 2026 Retirement Plan Contribution Limits Guide:
https://retirementplanadvisors.com/wp-content/uploads/2026-Retirement-Plan-Contribution-Limits.pdf

Twenty years. One incredible financial advisor and human being 🎉

Please join us in celebrating Eric Mitchell - RPA Investment Advisor Representative’s 20th anniversary with RPA!

As a former teacher and having grown up in a public safety family, Eric has spent the last two decades helping public sector employees prepare for retirement. Along the way he's built lasting relationships with clients and become a trusted resource, teammate, and friend to so many.

Eric, thank you for your commitment, expertise, humor, and heart. Congratulations, and cheers to you!

https://retirementplanadvisors.com/meet-our-team/eric-mitchell/

Financial confidence doesn’t always come from having the largest account balance. More often, it comes from understanding where you stand, having a plan, and knowing your next step.

You don’t have to do it alone.

💡 Explore RPA’s resources and connect with your RPA Financial Advisor for personalized guidance.

https://retirementplanadvisors.com/resources/